Chief Investment Officer, Sun Life & Head of Insurance Asset Management, SLC Management
Read Randy’s latest commentary on important market issues via his Forbes.com blog column.
June 25, 2019
In July, the U.S. economic expansion will hit its ten-year mark, making it the longest on record. Yet surveys from the Conference Board and the Business Roundtable show business confidence is dipping, and U.S. CEO’s intend to dial back hiring and spending as they expect sales to trend lower.
April 18, 2019
After months of diligent negotiations, the U.S. and China are nearing an end to trade talks. Investors are expecting a resolution, but most assumed the deal would be unsubstantive. That’s where markets could be surprised.
April 01, 2019
Central banks overwhelmingly focus on targeting inflation. Yet more attention to the financial cycle by central banks could go a long way to extending the business cycle.
March 14, 2019
Bill Gross’ retirement in February was the unspectacular finale to an illustrious career. It is a lesson for how even great investors are not immune to quickly losing their edge.
February 28, 2019
As the fourth quarter earnings season wraps up, it marks the fifth consecutive quarter of double-digit earnings growth for Standard & Poor's (S&P 500) companies. When finally tallied, 2018 earnings are expected to grow over 20%. The Trump Administration’s tax breaks were a significant catalyst, as were record stock buybacks.
February 13, 2019
The Standard & Poor's (S&P 500) is soaring again, as investors have turned bullish on the belief that we’ve seen an end to rate hikes from the Federal Reserve System of the United States (the Fed). But investors are getting this wrong.