Market Insights

Our Market Strategist helps investment advisors and clients

Our Chief Market Strategist Dr. James Thorne gives our team a leading-edge, curating insights from data sources and providing analysis to help our investment advisors select the best possible assets and plans for clients. Jim is a top-industry expert, translating complex economic and market issues and grounding his counsel in historical context to help advisors and investors navigate short-term issues with their potential impact on financial goals. His views consider global economic, political, and financial market events and their short and long-term portfolio implications.

Dr. James Thorne, Ph.D.

Chief Market Strategist

Prior to joining Wellington-Altus Private Wealth, Dr. James Thorne was most recently chief capital market strategist and senior portfolio manager at a leading independent investment management firm.

He also held various senior investment management positions in the U.S., including chief economist of a major U.S. financial institution, chief investment officer of equities, managing director and chief capital market strategist. During his tenure he developed small, mid- and large-capitalization investment strategies, which employed a combination of quantitative and qualitative analysis and achieved top-quartile performance.

Dr. Thorne received a Ph.D. in economics in the fields of finance and industrial organization from York University and worked as a professor of economics and finance at the Schulich School of Business and at Bishop’s University. He also regularly appears on BNN and in other media outlets.

Read our past Market Insights

February Market Insights: Trump’s Shadow

As we enter a presidential election year in the U.S., financial markets are resonating with historical echoes. One can particularly recognize the rise of populism after the Civil War, which parallels today’s socio political dynamics. This comparison challenges the conventional wisdom about investing in a world that is constantly evolving. Concomitantly, there are parallels to the post-Second World War era, notably the extreme levels of debt which rival only today. As the war ended and life got back to normal, a growth scare and deflation resulted. Hence my thesis that our transition period out of COVID-19 has all the earmarks of a transitional period of secular stagnation and deflation.

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Market Insights - Jan 2024

Final Thoughts For 2023: Unveiling The Path To A 1.75% Federal Funds Rate

In the realm of economic forecasting, the concept of a trilemma emerges as a thought-provoking framework. This trilemma, which I refer to as the Truman-Gandhi-Churchill trilemma (or the TGC trilemma), encapsulates the perspectives of three influential figures: former British Prime Minister Winston Churchill, the 33rd President of the United States Harry S. Truman, and the revered Indian political leader Mahatma Gandhi.

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