The Private Credit Power Play: Why Antrimās Balanced Mortgage Fund is a Bet on Stability
When central banks flood the system with liquidity, asset prices go to the moon, and risk management becomes…
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...
The Worldās Most Dangerous Game of Chicken
by Nick Mersch, CFA, Associate Portfolio Manager, Purpose Investments People thought Trump was playing 4D chess. Instead, heās…
Understanding CTAs: The Structural Core of Modern Liquid Alternatives
Why Commodity Trading Advisors Deserve a Prominent Seat at the Alternatives Table In an investment climate increasingly shaped…
Push It to the Limit
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Well, this was a week. In financial markets,…
Tariffs, Tensions, and Trade Troubles: Randall Bartlett Unpacks the Economic Outlook for Advisors
As the dust settles on another round of trade turbulence between Canada and the United States, following the…
Markets, Multiples, and Macro Mayhem: Jeremy Siegel Weighs In
As geopolitical storms brew and policy signals blur, markets have found themselves navigating an increasingly volatile terrain. In…
Strategic Crossroads: Navigating the Trade Recalibration and Its Macro Reverberations
The geopolitical and economic landscape took a decisive turn last Wednesday, when the U.S. administration unveiled a sweeping…
Bubble DĆ©jĆ Vu: Arnott Warns AI May Be 2025ās Dot-Com Sequel
"The future belongs to artificial intelligence (AI) and the companies leading the AI revolution." Thatās the story todayās…
Canada's Tariff Tangle: What Investors Need to Know Now
In a world increasingly defined by surprise policy shifts and geopolitical gambits, tariffs have once again become front-page…
Shock, Slack, and Strategy: Why Canadian Markets Just Hit a Turning Point
It is the kind of conversation that starts with a whisper and ends in a thunderclap. In the…
Tariff Turbulence: Why Volatility is a Catalyst, Not a Crisis
Based on a conversation1 between David Richardson, Head, Enterprise Strategy, RBC Global Asset Management, and Stuart Kedwell, CFA,…
Merger Arbitrage Advantage: Delivering Durable, Uncorrelated Return Streams
Introduction: Understanding the Opportunity in Merger Arbitrage Merger arbitrageāa subset of event-driven investingārepresents a distinctive opportunity for portfolio…
Hard or Soft Data?
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments Most perceptions regarding investing are created by…
A Deep Dive on AI: AGF Leaders Weigh In on Market Disruptions and Opportunities
āNavigating AIās Impact on Markets āWeāre still in the early innings.ā Thatās the assessment from AGF Portfolio Manager…
Staying focused through tariff uncertainty and market jitters
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US stocks - Uncertainty contributed to a significant…
