U.S. Equity Market (August 23, 2010)
U.S. Equity Market (August 23, 2010) The figure below shows the performance of each sector in the S&P…
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 Economy and Bond Market Diary (August 23, 2010)
The Economy and Bond Market Diary (August 23, 2010) Treasury bonds rallied for the fourth week in a…
Gold Market Diary (August 23, 2010)
Gold Market Diary (August 23, 2010) For the week, spot gold closed at $1,227.90 per ounce, up $12.40,…
Energy and Natural Resources Market Diary (August 23, 2010)
Energy and Natural Resources Market Diary (August 23, 2010) Strengths According to China's ministry of industry and information…
Emerging Markets Diary (August 23, 2010)
Emerging Markets Diary (August 23, 2010) Strengths Hong Kong's unemployment rate fell to a lower-than-expected 4.3 percent in…
The Biggest (And Getting Bigger) City You’ve Never Heard Of
Deep inside China, the city of Chongqing is growing so fast that maps are out of date the moment they’re printed. Even for a country busting at the seams with development, Chongqing is exceptional—it’s the world’s fastest growin...
Chart of the Week: China’s Energy Needs
All indications are that China will see a GDP growth slowdown through the end of 2010 as the Beijing government works to take some of the heat out of property prices in the country’s key cities.
We see this short-term slowdown as a good thing in ...
U.S Equity Market Diary (August 16, 2010)
U.S. Equity Market Diary (August 16, 2010) The figure shows the performance of each sector in the S&P…
The Economy and Bond Market Diary (August 16, 2010)
The Economy and Bond Market Diary (August 16, 2010) Treasury bonds rallied again this week as the market…
Gold Market Diary (August 16, 2010)
Gold Market Diary (August 16, 2010) For the week, spot gold closed at $1215 per ounce, up $10,…
Energy and Natural Resources Market Diary (August 16, 2010)
Energy and Natural Resources Market Diary (August 16, 2010) Strengths The Baltic Dry Index of freight rates jumped…
Emerging Markets Diary (August 16, 2010)
Emerging Markets Diary (August 16, 2010) Strengths China’s exports rose 38.1 percent from a year ago to a…
Being Contrarian on China
The news and analysis about economic conditions in China has turned decidedly negative of late after the latest round of key indicators – GDP growth, imports, fixed asset investment and industrial output – showed signs that a broader slowdo...
Ancient Gold, Modern Value
A 2,200-year-old gold coin was found recently in northern Israel. No, this isn’t one of those radio commercials you hear all the time about a surprising discovery of a stash of rare gold coins in Europe. This is the real deal.
Archaeologists from...
Risk and Recovery in Russia
Russia has a lot of upside, and a big part of why is the risk trade. Russia was…
