Weekly Strategy Perspectives: Guest Feature - Dissing the Dollar

The Through Line: The U.S. dollar has underperformed many of its currency peers this year – most visibly during times of interim market stress. This unusual occurrence has led some to question the greenback’s traditional role as a safe-haven port......

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Weekly Strategy Perspectives: Climbing the Wall of Worry

The Through Line: Ironically, it seems the more fraught the short-term headlines become, the higher markets want to tiptoe. For the average investor, the sheer quantity of shifting variables can understandably prompt “freeze or flight” reactions......

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Weekly Strategy Perspectives: Consumers – The (not so) Little Engine that Could

The Through Line: For months, the disconnect between sturdy economic data and steadily weakening sentiment readings has perplexed those trying to decode the market’s long-term path......

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Weekly Strategy Perspectives: Riding Herd on a Budget Deal

The Through Line: As U.S. House Speaker Mike Johnson tried to herd the cats toward passage of a budget reconciliation deal, bond vigilantes kept a close eye on the details. The U.S. budget deficit run rate – and the accumulated total debt......

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Weekly Strategy Perspectives: Guest Feature – Fixed Income in Focus

The Through Line: Volatility in treasury markets has surprised investors in recent weeks as participants have grappled with a matrix of issues including the sustainability of global growth, fluidity in U.S. trade policy and the growing relative......

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Weekly Strategy Perspectives: After ‘Liberation Day’ What Now?

The Through Line: Markets reacted sharply after President Donald Trump unveiled his “Liberation Day” tariff plans, moving rapidly to reset valuation levels. Did they go far enough to accommodate the current fundamental situation or overreact?......

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Investment Strategy - April 2025

Still slightly overweight Canada – Now underweight U.S. and market weight Europe and Emerging MarketsIt is becoming clearer that Trump’s tariffs and trade wars are less a means to an end than an end in themselves. The implications are profound. The...

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Weekly Strategy Perspectives: Craving Clarity

The Through Line: The thirst for certainty has reached fevered proportions, yet the very opposite may prevail for at least a few more months even after U.S. President Donald Trump’s April 2 announcement of sweeping tariffs on virtually all......

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Global Markets Commentary: The great rotation

Worried headlines were the order of the day during the first quarter of 2025. Words and deeds of the new U.S. administration produced many heavy hearts and unpleasant surprises......

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Weekly Strategy Perspectives: Guest Feature: AI Insights

The Through Line: The AI revolution is fast upon us, bringing an intense amount of change and opportunity. Such periods of transformation inevitably lead to a host of questions......

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