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Alternative Investments
460 posts
Alternative investments outlook post-SVB
by Stephen H. Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Silicon Valley…
Picton Mahoney Q123 Investment Review & Outlook: Retest risks should create longer-term opportunities
by David Picton & Team, CEO, Picton Mahoney Asset Management Overview Equities staged a strong recovery rally in…
50/30/20 is the New 60/40
In today's investment climate, investors are facing significant challenges amid a volatile and uncertain economic environment. The 60-40…
An Alternative(s) Take on the New Year
by Ash Lawrence, MBA, Senior Vice-President and Head of AGF Private Capital, AGF Investments Inc. There are always…
Alternative investments: The case for real estate
by Daniel Scher and Blair Schmicker, Franklin Equity Group, Franklin Templeton Public and private real estate investments present…
Depth & Breadth: Constructing portfolios for a world of short and volatile market cycles
Listen on The Move Markets are expected to experience shorter, more volatile cycles in the near future, according…
The Diversification Power of Real Liquid Alternatives
Listen on The Move Jeff Evans and Travis Wetsch, Portfolio Managers with TD Asset Management Inc., join…
Tackling the Income Problem
by Brian Resnick, CFA, Director and Senior Investment Strategist—Alternatives and Multi-Asset, AllianceBernstein While 2022 has been a challenging…
Howard Marks: The Illusion of Knowledge
by Howard Marks, Oaktree Capital I’ve been expressing my disregard for forecasts for almost as long as I’ve…
Why Equity Investors May Have Gotten Ahead of Themselves
by Kevin McCreadie, MBA, CFA®, CEO, and Chief Investment Officer, AGF Investments Inc. September 1, 2022 AGF’s CEO…
Oil Investments Are Expected to Make this Texas University the Nation’s Wealthiest School
by Frank Holmes, CEO, CIO, U.S. Global Investors The University of Texas at Austin (UT), just a couple…
Muddling Through Stagflation
by John Mauldin, Mauldin Economics > Cheeseburgers and the Fed > Cleveland and British Columbia This week I…
Inflation hedges: Fact and fantasy
by Gene Podkaminer, CFA, Head of Research Franklin Templeton Investment Solutions & Chris Ratkovsky, CFA, Senior Research Analyst,…
What do you do with a concentrated stock position?
by Jack Van Dyke, Russell Investments It turns out you can have too much of a good thing.…
Picton Mahoney Q3 2022 Investment Review & Outlook: Inflation looks set to fall, the economy is likely to waiver, but stocks may rally
by David Picton and Team, Picton Mahoney Asset Management Copyright © Picton Mahoney Asset Management
