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Alt Thinking Library
21 posts
2024 Midyear Outlook
Canada became the first G7 country to cut interest rates in June, signaling the start of the long-awaited rate cuts investors have been anticipating. The biggest questions now...
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 Evolution of Portfolio Management
Portfolio managers and academics have worked over the years to build an investment framework that can be used to create the best risk-adjusted portfol…
Time Again for Gold?
Many investors consider gold a safe haven and include it in their portfolio as a way to potentially offset losses from another asset class. Some investors are hesitant to include gold in their portfolios because of its volatility.
The Fear of Running Out of Money
Over the last 75 years, market drawdowns have been plentiful. The timing of drawdowns matter to a portfolio. They matter a lot.
An Equity Alternative: Cash Secured Put Selling
A cash secured put selling strategy can offer an alternative source of income generation for portfolios, with potentially lower downside exposure than…
The Internet is Entering a New Era
Today Web3 provides a new lens to help investors understand which traditional companies and innovators are best and least-well equipped to transform t…
