Hugh Hendry: The Growing China problem?
Hugh Hendry joined us for over an hour earlier this year in what was an amazing conversation about…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
NBI CIO Office: A year full of twists and turns: a brief look back at 2023
by Martin Lefebvre, CIO, & Team, National Bank Investments Highlights Economic Environment in 2023: The year was marked…
John De Goey: Investing ahead of unknown risks
Listen on The Move John De Goey, Portfolio Manager and Investment Advisor at Designed Wealth Management joins us…
Hugh Hendry: How to make the 'Debt Ceiling' and 'Supply' problem disappear?
Hugh Hendry joined us for over an hour earlier this year in what was an amazing conversation about…
Progress Report: Dassault Systèmes
by NEI Investments Summary We encourage Dassault to enhance disclosure of their customer due diligence procedures. Highlights Objective:…
Deciphering Bond Market Signals
Alfonso "Macro Alf" Peccatiello, founder and chief strategist of The Macro Compass, provides a compelling analysis of the…
The Future of Bitcoin with ETF Introduction: Learning from Past ETF Trends
In his latest Substack post1, Anthony Pompliano, provides an update on the historic approval of the bitcoin spot…
Thackray Newsletter: Buy Now Pay Later 2024
by Brooke Thackray, Research Analyst, AlphaMountain Investments, Horizons ETFs The year 2023 will be known as the year…
Was that the 'Bitcoin ETFs' dress rehearsal' yesterday?
In the article "The Bitcoin ETF Dress Rehearsal Yesterday" by Anthony Pompliano on Pomp's Substack, Pompliano describes the…
"ETFs that trade like bonds" - Guardian Capital LP Unveils Innovative GuardBonds™ Funds Suite
Toronto, January 9, 2024 - Guardian Capital LP, a distinguished subsidiary of Guardian Capital Group Limited, has made…
Good News and Bad News
by John Lynch, Deborah Koplik, Matthew Anderson, Comerica Wealth Management Executive Summary The good news is that the…
The Four 4s Behind the Compelling Opportunity in Japan Equities
by Drew Edwards & John Thorndike, GMO LLC Executive Summary Enthusiasm for Japanese equities picked up in 2023…
US10YR Treasuries will test 3.50% and 5.0% in the next year, says Earl Davis, BMO GAM. Why?
In a recent interview on Bloomberg Surveillance, Earl Davis, the Head of Fixed Income and Money Markets at…
The New Rules of Diversification: Correlation Matters
by Curt LaChappelle, Locorr Funds Key Takeaways The foundation of MPT rests on diversification as a means to…
Who’s Going to Fund the U.S. Deficit?
by David Stonehouse, MBA, CFA®, SVP & Head of North American and Specialty Investments, AGF Investments Inc. Higher…
