Positioning for inflation shocks

Positioning for inflation shocks

February 16, 2024 |Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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End of the correction? Canada’s housing market is warming up

End of the correction? Canada’s housing market is warming up

February 14, 2024 |Robert Hogue
It may be the unusually mild weather or the modest drop in fixed mortgage rates since November—or both—but Canadian house hunters have more energy this winter. Importantly, they’re landing more deals. Home resales in Canada increased for the second month...
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Gravitas: The Weighing Machine

February 09, 2024 |Michael Newton

The Newton Group Insights

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Are banks facing a real estate reckoning?

Are banks facing a real estate reckoning?

February 08, 2024 |Atul Bhatia, CFA

Despite the hard realities of mounting losses on real estate loans, we think a fair dose of hyperbole is going around. We dissect the problem before arguing the overall U.S. banking system is healthy and able to weather any volatility ahead.

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Growth stocks regained investors’ love in 2023

Growth stocks regained investors’ love in 2023

February 07, 2024 |Lindsay Strickland

After growth stocks brought heartbreak in 2022, the growth style of investing was at the top of the leaderboard in 2023. Can the rebound continue?

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The death of (traditional) value

The death of (traditional) value

February 07, 2024 |Kyle Bergacker, CFA

We think investors willing to expand their traditional investment toolset to incorporate extra-financial factors stand to reap superior returns over time.

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Gravitas: FedTech Week

February 02, 2024 |Michael Newton

The Newton Group Insights

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When a Fed push results in a market shove

February 02, 2024 |Thomas Garretson, CFA

Fed Chair Jerome Powell tried to push back on near-term rate cut expectations, but markets shoved right back. Pricing suggests markets are concerned that if the Fed waits too long to cut rates policymakers will only have to cut them more.

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