Recent Articles from this contributor
The Big Picture: The Emerging Markets Paradox
Three of the top 10 economies in the world are considered emerging markets – Brazil, China and India. How can that be?
Brextension – Part 2
The latest deadline extension for Britain’s exit from the European Union may offer some relief, but also the potential for more political risk in the weeks ahead.
The Big Picture: China loosens up
Set to expand at its slowest pace in decades, the country has announced and/or introduced no fewer than 52 separate stimulus initiatives since July.
The Q&A: An investor’s guide to U.S. politics and policy
Greg Valliere, AGF’s new chief U.S. political strategist, discusses the current state of U.S. politics and the policies that are having the biggest impact on markets at the moment.
The Big Picture: Purchasing Power (less)
The global economy is bending but not quite breaking, according to recent changes in Purchasing Manager Indexes (PMIs) from around the world.
The Big Picture: The January Effect in full effect
Why the S&P 500 Index is well positioned following its best monthly return to start a year since 1987.
The Big Picture: Market Volatility
Yes, the end of 2018 proved to be a wild ride. But recent volatility pales in comparison to other periods.
What we’re doing the nights before (and after) Christmas
We asked a few of our senior leaders about their most cherished holiday traditions and what’s on their bedside tables.
The Big Picture: A history of market corrections
Historically, figures show that 75% of market corrections of more than 10% do not lead to bear markets.
The Q&A: Why credit needs a reset
In a secular bull market for interest rates, portfolios that have deployed healthy allocations to credit risk have benefitted handsomely as a result of their potential to mitigate interest rate risk while posting healthy total returns.