Section
Alternative Investments
537 posts
Inflation Could Look Even Worse This Week; Russia Still Has Logistical Issues
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives THE U.S. ECONOMY — and the jobs market…
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...
Firmly Hawkish
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week saw lacklustre performance for many equity…
Ukraine Can Win the Next Round
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives RUSSIAN TROOPS WERE THOROUGHLY ROUTED in the first…
K2 Hedge Fund Strategy Outlook: Second Quarter 2022
by Brooks Ritchey, Franklin Templeton Investments Second Quarter (Q2) 2022 Outlook: Summary Last year’s headlines (COVID-19 and China)…
Andrew Beer on Simplifying Managed Futures and Liquid Alts Exposure
Listen on The Move (audio only) Our very special guest Andrew Beer, has a fascinating background and career…
Immigration Back as a Hot-Button Issue, Stalls Covid Bill
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives IN A COMPLICATED LEGISLATIVE DISPUTE, a relatively modest…
It’s an Election Year — White House to Extend Student Loan Moratorium
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives THE BIDEN ADMINISTRATION, facing a major election debacle…
Fade the Market Correction, but for How Long?
by Kevin McCreadie, MBA, CFA®, AGF Management Ltd. The strength of the economy and financial markets rides on…
Revisiting the Threat of an Inverted Yield Curve
by Stephen Duench, CFA®, AGF Management Ltd. The start of the U.S. Federal Reserve’s latest rate-hiking cycle has…
Can the World Live Without Russian Oil?
by Jeremy Taylor and Luke Pryor, AllianceBernstein Russia’s power on the world stage is supported by its vast…
Canadian Stocks in Context
by Mike Archibald, CFA®, CMT, CAIA, AGF Management Ltd. Ever since economist Harold Innis borrowed a biblical phrase…
Inflation Everywhere? In Asia, Not So Much Yet
by Regina Chi, CFA®, AGF Management Ltd. Insights and Market Perspectives Author: Regina Chi March 30, 2022 Print As…
Biden’s Tax Plan is Already in Trouble; Canada’s Export Boom
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives IT DIDN’T TAKE LONG for President Biden’s latest…
Gold, Inflation and Geopolitical Tensions
by Steve Land, Franklin Templeton Investments Gold bullion—typically seen by many investors as a haven in times of…
Notes from the Trading Desk – The US Treasury market has had its worst month since the Trump election
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Global equities were higher overall last week, with…
