Section
Alternative Investments
537 posts
Russia’s Missiles Aren’t Working; The Putin Succession Plan
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives THE RUSSIANS HAVE A MISSILE PROBLEM: In an…
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...
Biden to Play the Natural Gas Card; Explosive Allegations From Trump Ally
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives BIDEN TURNS UP THE HEAT: The U.S. President…
What About the Russian Generals?
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives SEVERAL READERS RAISED AN INTRIGUING issue yesterday, after…
Some stories you can tell the fearful investor
by Roman Samuels, George Wakim, Russell Investments Last week, I was driving home from a business trip when…
Pricing In a Slowdown
by Abhishek Ashok, M.A., MFE, CFA®, AGF Management Ltd. Every month, AGFiQ highlights the investment factors that are…
Putin’s Very Scary Weapons
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives PUTIN HAS MORE CARDS TO PLAY: Facing a…
Neither Putin Nor Zelensky Are Ready for a Deal
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives AFTER ALL THE ANALYSIS of Vladimir Putin’s mental…
Are High Energy Prices Here to Stay?
by Dillon Culhane, CFA®, CPA, CA, AGF Management Ltd. Russia’s invasion of Ukraine has caused commodity prices to…
What a Ukrainian Peace Deal Might Look Like
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives RUSSIAN AND UKRAINIAN NEGOTIATORS are getting closer to…
Who Can Say No to Volodymyr Zelensky?
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives FACING ONE OF THE GREAT PRESIDENTIAL CHALLENGES since…
Removing the Punchbowl
by John Lynch, Chief Investment Officer, Comerica Wealth Management Executive Summary The Federal Reserve’s meeting this week is…
Quantitative Tightening: The Potent but Underappreciated Sister of Interest Rate Hikes
by David Stonehouse, MBA, CFA®, AGF Management Ltd. Understandably, much of the investing world – much of the…
Who, Us? China Denies Helping Russia; Joe Manchin Infuriates Democrats — Again
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives THE THREAT OF MASSIVE SANCTIONS may dissuade China…
A Stagflationary Shock
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, Blackrock Highlights 1) A stagflationary shockThe Russian invasion of…
The Long View: Russia-Ukraine War Has Lasting Implications for Investing
by Chris Hogbin, Head—Equities, Scott DiMaggio, CFA, Co-Head—Fixed Income; Director—Global Fixed Income, Gershon M. Distenfeld, CFA, Co-Head—Fixed Income;…
