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Alternative Investments
484 posts
A Congressional Scandal, in Plain Sight
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: 8 January 19, 2022 Print MOST OF US…
January 19, 2022
Supply Chain Gloom; Democrats Look for Re-Set; Ukraine and NATO; Outlook for Fed Nominees
by Greg Valliere, AGF Management Ltd. HOPES FOR A SIGNIFICANT IMPROVEMENT in the supply chain gridlock have faded…
January 18, 2022
A Whiff of Panic After Joe Biden’s Worst Week as President
by Greg Valliere, AGF Management Ltd. JOE BIDEN HAS STUMBLED through his worst week as president — stung…
January 14, 2022
Multi-Asset Strategies: Making Your Money Work Harder and Smarter
Michael White, CFA, Portfolio Manager, Multi-Asset Strategies at Picton Mahoney Asset Management joins Pierre Daillie to discuss how…
January 13, 2022
Blame Game on Inflation Grips Washington; Spending Loses Support
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: Greg Valliere January 13, 2022 Print THE BLAME…
January 13, 2022
Anti-Trump Rebellion Gains Momentum
by Greg Valliere, AGF Management Ltd. AN OBSCURE SOUTH DAKOTA SENATOR has generated a firestorm within the Republican…
January 12, 2022
The Democrats Have a Messaging Problem
by Greg Valliere, AGF Management Ltd. THE AMERICAN PUBLIC is nervous about inflation and confused by mixed signals…
January 11, 2022
Why Russia May Blink; More Covid Spending; China Tech Woes; Full Employment
by Greg Valliere, AGF Management Ltd. WE’RE FACING AN UNUSUALLY FULL WEEK of economic and geopolitical developments, so…
January 10, 2022
What Joe Manchin Wants
by Greg Valliere, AGF Management Ltd. WE TALKED WITH A SOURCE close to West Virginia Sen. Joe Manchin…
January 7, 2022
The Great Gold Love Trade Is Alive and Well, as India Buys a Record Amount
India reported spending a record $55.7 billion on gold imports last year. by Frank Holmes, CEO, CIO, U.S.…
January 6, 2022
29 Huber's Almanac of Alternative Investments
Phil Huber, CIO, Savant Wealth Management, based in Chicago, joins us for a deep dive on how advisors…
January 6, 2022
Inflation: From Peak Transitory to Peak Persistent?
by David Stonehouse, MBA, CFA®, AGF Management Ltd. By now, last August probably feels like a hundred years…
January 6, 2022
Fiscal Policy Comes Back Into the Picture; The Shame of January 6
by Greg Valliere, AGF Management Ltd. WHEN IN DOUBT, SPEND MORE MONEY: Even though the omicron variant may…
January 6, 2022
Why High-Beta Stocks May Not Be a Loss During the Next Phase of the Economic Cycle
by Abhishek Ashok, M.A., MFE, CFA®, AGF Management Ltd. Defensive segments of the equity market could benefit from…
January 5, 2022
K2 Hedge-Fund Strategy Outlook: First Quarter 2022
by Robert Christian, Franklin Templeton Investments First Quarter (Q1) 2022 Outlook: Summary As we commence 2022, the prospect…
January 5, 2022