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Alternative Investments
485 posts
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
Biden Polls Plummet; Cautious Optimism From London on Omicron
by Greg Valliere, AGF Management Ltd. IT’S TEMPTING TO PREDICT that President Biden’s long slump — which began…
January 5, 2022
The Big Difference Between This Year and Last Year
by Greg Valliere, AGF Management Ltd. THE NEW YEAR BEGINS with many of last year’s major themes intact…
January 4, 2022
PODCAST: A Tale of Two Real Estate Markets: US and China
by Stephen H. Dover, CFA, Franklin Templeton Investments . Hear more in our latest “Talking Markets” podcast. Transcript…
January 3, 2022
Rebalancing the Lopsided 60/40 Portfolio
It’s time to rebalance the lopsided 60/40 portfolio with alternative sources of diversification and return. 01 - The…
December 27, 2021
Our Top Twelve Washington Predictions for 2022
by Greg Valliere, AGF Management Ltd. LET’S HAVE SOME FUN: We’ll end for this year with our Top…
December 22, 2021
Lessons From the King of Capital
by William Smead, Smead Capital Management Dear fellow investors, We have been reading a book written by David…
December 21, 2021
Portions of Biden Bill Could Pass in 2022; GOP Takeover of House Looks More Likely After Key Resignations
by Greg Valliere, AGF Management Ltd. A DIFFERENT APPROACH: It never seemed likely that a massive social spending…
December 21, 2021
What Can Washington Do as a New Covid Crisis Explodes?
by Greg Valliere, AGF Management Ltd. THE FOCUS ON JOE MANCHIN and what he might accept next year…
December 20, 2021
Time for Congress to Go Home; Student Loan Payments Set to Resume
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: Greg Valliere December 17, 2021 Print Time for…
December 17, 2021
Private markets: How to embed responsible investing
by Samantha Steele, Russell Investments Private markets can help to future-proof your portfolio through responsible investing. Samantha Steele,…
December 16, 2021
What We’re Reading & Watching This Holiday Season
by The editor's desk, AGF Management Ltd. Insights and Market Perspectives Author: The editor's desk December 16, 2021 Print…
December 16, 2021
Christmas Grinch Alert — There’s Nothing Under the Tree
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: 8 December 16, 2021 Print Christmas Grinch Alert…
December 16, 2021
The Pendulum Shifts on Washington Stimulus
by Greg Valliere, AGF Management Ltd. WASHINGTON HAS OVER-DONE THE STIMULUS: The most important Fed meeting in years…
December 15, 2021
GOP Takeover of the House is Likely — Could the Senate Fall as Well?
by Greg Valliere, AGF Management Ltd. DEMOCRATS WE’VE TALKED WITH recently concede that the House is likely to…
December 14, 2021