Browsing Category
Alternative Investments
485 posts
Pentagon Officials Are Stunned by Chinese Hypersonic Missiles
by Greg Valliere, AGF Management Ltd. THE GEOPOLITICAL FOCUS IS NOW on Russia’s threat to Ukraine and Iran’s…
December 10, 2021
Income outlook: Uncertainty and opportunity
by Adam Kramer, Portfolio Manager, Fidelity Investments A flexible multi-asset investing approach may help you make the best…
December 10, 2021
The Failure of the Progressive Agenda
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: Greg Valliere December 9, 2021 Print The Failure…
December 9, 2021
The Logjam is Breaking — Debt Ceiling Deal is Near; The Ukrainian Stalemate
by Greg Valliere, AGF Management Ltd. CONFRONTING THE POSSIBILITY OF SPENDING CHRISTMAS EVE in Washington, Congress finally picked…
December 8, 2021
High Stakes as Biden and Putin Talk; Threat of War is Greatly Exaggerated
by Greg Valliere, AGF Management Ltd. STILL ANOTHER CRISIS: The U.S. and China are at odds over the…
December 7, 2021
Congress Struggles as Time Runs Out
by Greg Valliere, AGF Management Ltd. WHAT A PERVERSE IRONY: As Washington reflects on the epic Senate career…
December 6, 2021
Learning to Live With the Variants
by Greg Valliere, AGF Management Ltd. IT’S UNCLEAR WHETHER THE OMICRON VARIANT will spiral out of control; studies…
December 3, 2021
Do the Republicans Have a Death Wish?
by Greg Valliere, AGF Management Ltd. HEADED FOR AN EASY TAKEOVER OF THE HOUSE next fall, as still…
December 2, 2021
Jeff Bradacs: How Market Neutral Strategies Fit Into Investor Portfolios
Jeff Bradacs, CFA, Portfolio Manager, Picton Mahoney Asset Management joins Pierre Daillie to discuss how a market neutral…
December 1, 2021
Welcome to Dysfunctional December
by Greg Valliere, AGF Management Ltd. NOTHING HIGHLIGHTS the ineptitude in Washington like the month of December, as…
December 1, 2021
Equities are expensive. Bond yields are low. How can income needs be met? Enter model strategies.
by Lindsey Cipro, Kevin Nielsen, Russell Investments For the final wave of baby boomers entering retirement over the…
November 30, 2021
U.S.-China Relations Still in Deep Freeze; New Controversy Looms
by Greg Valliere, AGF Management Ltd. OBSCURED BY THE DIN over the Omicron variant and U.S. fiscal dysfunction…
November 30, 2021
The contradictions and complications of ESG investing
by Emily Steinbarth, Russell Investments Complicated. Contradictory. Complex. Whatever your preferred word of choice is for describing a…
November 30, 2021
The Covid Variant and Policy Paralysis May Slow the Fed’s Tightening Path
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: Greg Valliere November 29, 2021 Print THE SIMPLE…
November 29, 2021
Howard Marks' Memo: The Winds of Change
by Howard Marks, Oaktree Capital The last 20 months have been a most unusual period, thanks primarily to…
November 25, 2021