Winter is coming for the static 60/40
by Craig Basinger, Derek Benedet, Chris Kerlow, Alexander Tjiang, Brett Gustafson, Richardson GMP Investing is not easy and…
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...
Performance chasing? Fight the urge
by Craig Basinger, Brett Gustafson, Derek Benedet, Chris Kerlow, Alexander Tjiang, Richardson GMP Perhaps the most repeated phrase…
Market Ethos: Feeling a little loonie
by Derek Benedet, Craig Basinger, Chris Kerlow, Alexander Tjiang, Richardson GMP Last week was busy for watchers of…
The market & the economy: Two very different tales
by Chris Kerlow, Craig Basinger, Derek Benedet, Alexander Tjiang, Richardson GMP One of the most recurring questions of…
Alts get a B+ this bear
by Craig Basinger, Chris Kerlow, Alexander Tjiang, Derek Benedet, Richardson GMP Everyone likes the sound of something that…
Behavioural mistakes abound
by Craig Basinger, Chris Kerlow, Alexander Tjiang, Derek Benedet, Richardson GMP Behavioural finance has gained a considerable amount…
Novel Recession
by Craig Basinger, Chris Kerlow, Derek Benedet, An Nguyen, Joey Mack, Alexander Tjiang Executive summary I. Market recap…
The Stark Reality in Commercial Real Estate
by Chris Kerlow, Alexander Tjiang, Craig Basinger, Derek Benedet, Richardson GMP “Everyone has a plan until they get…
The incomparable recession
by Craig Basinger, Derek Benedet, Chris Kerlow, Alexander Tjiang, Richardson GMP The economy has always moved in cycles…
Guiding into the abyss
by Chris Kerlow, Alexander Tjiang, Craig Basinger, Derek Benedet, Richardson GMP First-quarter earnings season is wrapping up with…
The Great Bear Bounce
by Craig Basinger, Chris Kerlow, Derek Benedet, An Nguyen, Joey Mack, Alexander Tjiang, Richardson GMP Summary I. Market…
Body Blow to Value and Small Cap
by Craig Basinger, Derek Benedet, Chris Kerlow, Alexander Tjiang, Richardson GMP To say the market performance so far…
Time to fade the Fed?
by Craig Basinger, Derek Benedet, Chris Kerlow, Alexander Tjiang, Richardson GMP So far in April, the markets have…
Markets giveth and taketh
by Craig Basinger, Chris Kerlow, Derek Benedet, Alexander Tjiang, Richardson GMP The fastest correction on record has been…
Crude, Corona & Corrections
by Craig Basinger, Chris Kerlow, Derek Benedet, Alexander Tjiang, Richardson GMP After the fastest correction in the history…
