Section
Alternative Investments
514 posts
No shortcuts in this summer reading list
by Jeff Hussey, Russell Investments While you’re taking it easy this summer, I offer some hard-truth reading recommendations…
The Electrifying Outlook for Metals Demand
by Steve Land, Vice President, Research Analyst, Portfolio Manager, Franklin Equity Group A steady roll-out of wireless products,…
Multi-Asset Class Strategies: How Do I Use Thee? Let Me Count The Ways
by Peter Chiappinelli, Multi-Asset, Asset Allocation Team, GMO Executive Summary Not too long ago, investors, consultants, and advisors…
It Ain't What You Don't Know That Gets You Into Trouble
by Clifford Asness, Ph. D. AQR Capital Management, Inc. My title is the first half of a Mark…
Howard Marks: Investing Without People
by Howard Marks, Oaktree Capital Over the last twelve months I’ve devoted three memos to discussing macro developments,…
CEO View: What’s Changed 10 Years After the Global Financial Crisis?
At Franklin Templeton’s recent Global Investor Forum in New York, our CEO Greg Johnson participated in a panel…
Kass: The Madness Of (Investing) Crowds
by Doug Kass, Seabreeze Partners Management “Men, it has been well said, think in herds; it will be…
Is Investing Starting to Get Difficult Again? I Hope So
by Ben Inker, GMO LLC Executive Summary In the first three months of 2018, volatility rose and correlations…
What is Risk?
When most investors think of risk, equity market risk most often jumps top of mind. For an equity…
Small-Cap Stocks Can Help Shield Against Inflation - Context
by Equities, AllianceBernstein As concerns about inflation spread, it’s time to gauge how different types of stocks will…
4 Big Reasons Why You Might Want to Consider Gold Stocks Right Now
by Frank Holmes, CIO, CEO, U.S. Global Investors Share this page with your friends: Print Please note: The…
How Long Till Bitcoin Replaces Cold Hard Cash?
by Frank Holmes, CIO, CEO, U.S. Global Investors Bitcoin is back in the news in a big way.…
The Federal Reserve Fuels the Economy
by John Lynch, Chief Investment Strategist, and Ryan Detrick, Sr. Investment Strategist, LPL Financial There’s a certain mystique…
A bond bear market? Bring it on!
by BMO Global Asset Management After years of declarations that the bull market in bonds is over and…
Yes. It's a Bubble. So What?
by Rob Arnott, Shane Shepherd, and Bradford Cornell, Research Affiliates Key Points The word “bubble” is tossed around…
