We continue to think that the global economy is stabilizing at a lower, but more sustainable growth rate than we saw last year or even during the first quarter of this year for the U.S. economy. This slower economic growth… Source: Steady As She Goes: Growth Despite Volatility
Lessons On Low Market Volatility
Last week’s selloff is a reminder of the potential for late-cycle bouts of volatility. We remain risk-on, yet advocate maintaining portfolio ballast.The U.S. increased tariffs on $200 billion worth of Chinese imports, dialing up pressure on China as the two continued their trade talks.Energy ministers of key oil producing countries...
Spring Crash Of 2019: Risk Is Very, Very Real
Lumber strength and weakness historically has preceded risk on/off environments.Lumber has little to do with China because it is primarily driven by US housing and construction demand.It is clear that something deeper than just trade war concerns is happening beneath the market’s surface. Source: Spring Crash Of 2019: Risk Is...
How to Effectively Hedge Domestic Equity Exposure
In a turbulent market climate, investors may be looking for ways to hedge domestic equity exposure. The newly minted AGFiQ Dynamic Hedged U.S. Equity ETF (USHG) can help with that objective. The AGFiQ Dynamic Hedged U.S. Equity ETF provides access to a diversified portfolio of U.S. equities, while… Source: How...