
Recent Articles from this contributor

Why the 60/40 Portfolio Isn’t Dead, but May Need a Rethink
In today’s uncertain environment, a more varied asset allocation framework is an option well worth considering.

What Would a U.S. Debt Default Mean for Markets and the Economy?
In part two of a two-part series, AGF’s David Stonehouse discusses the potential economic and capital market impacts if the United States were to default on its debt.

Why It’s Too Early to Claim Victory Over Inflation – Or Recession Concerns
Bond yields could be rangebound in 2023 after the substantial backup in 2022.

The Most Important Indicator to Watch Right Now? The Two-Year U.S. Treasury Yield
It’s not a perfect indicator of things to come, but it might be the best one we’ve got.

Quantitative Tightening: The Potent but Underappreciated Sister of Interest Rate Hikes
An investor’s guide to the U.S. Federal Reserve’s balance sheet reduction plan.

Inflation: From Peak Transitory to Peak Persistent?
Higher prices may not be as stubborn as some investors believe.

What if the Fed Doesn’t Hike?
It might be a more plausible outcome than many Fed-watchers seem to believe.

Is This “Peak Transitory”? Why Inflation Might Be More Persistent Than Expected
Investors had good reason to be skeptical of “peak inflation” last spring. They might need to adopt an equally skeptical view of “peak transitory” now.