Section
Alternative Investments
537 posts
On My Mind: The US Dollar and the Retreat from Globalisation
by Sonal Desai, Ph.D., Franklin Templeton Investments Russia’s invasion of Ukraine, with its tragic human toll, likely marks…
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...
"We'll Pay in Rubles, Not Dollars"
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week was another week of turmoil for…
What About China? Plus, a Russian Default Looms
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives XI JINPING MAY HAVE TO WAIT: China’s designs…
Inching Toward Peace — What a Deal Might Look Like
by Greg Valliere, AGF Management Ltd. NEGOTIATIONS TODAY IN TURKEY are unlikely to produce a deal, but there…
The Russia-Ukraine crisis: What investors are asking about oil, recession risks, and more
by Kristina Hooper, Chief Global Strategist, Invesco Canada Investors have questions about the market impact of the crisis…
The Biggest Surprise of the War — Russia’s Inept Military
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives AS THE WAR BEGAN, we had no doubt…
Geopolitical Risks in the United Kingdom
by Martin Currie, UK Equity Team, Franklin Templeton Investments What is Happening in Ukraine? Tensions have been high…
New Polls Show Unity on Ukraine, Support Rising for Joe Biden
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives AFTER MONTHS OF DIVISION on every topic from…
Soaring Commodities Prices, Inflation Alarming Investors
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest The focus for investors last week was squarely…
“Cornered Putin Problem” — A Sobering New Assessment
by Greg Valliere, AGF Management Ltd. A CHILLING ASSESSMENT is leaking out of Washington: the avalanche of sanctions…
War and the Fear of Recession
by Kevin McCreadie, MBA, CFA®, AGF Management Ltd. Russia’s invasion of Ukraine is the latest risk to financial…
The Environmental Movement Has Stalled
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives LESS THAN FOUR MONTHS AGO delegates left Glasgow…
Vladimir Putin Is Losing the War
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives PRESS REPORTS YESTERDAY indicating that key Ukrainian cities…
Why Japan Appears Attractive to Equity Investors
by Grace Huang, MBA, CFA, AGF Management Ltd. Global equity markets are reeling from the prospects of tighter…
Picton Mahoney Q1 2022 Investment Review & Outlook – 2022: First-Half Woes, Second-Half Gains
Copyright © Picton Mahoney
