Section
Alternative Investments
537 posts
Confusing Brains with a Bull Market
by William Smead, Smead Capital Management It is hard to think about 1981, my first full year in…
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...
Cliff Asness: Fixed Income Fantasies
by Clifford Asness, Ph. D. AQR Capital Management, Inc. My last few entries highlighted some recent AQR papers…
Jeremy Grantham: Investing in a World of Overpriced Assets
Career Risk and Stalinâs Pension Fund: Investing in a World of Overpriced Assets (With a Single Reasonably-Priced Asset)…
Investing in the Emerging Millennial Boom
by Laurent Saltiel, Naveen Jayasundaram, Sergey Davalchenko, Kate Huang, AllianceBernstein Millennials are becoming a powerful force in emerging…
This Week in Bitcoin: The IRS Targets Coinbase, Venezuela to Mint Its Own Cryptocurrency
by Frank Holmes, CIO, CEO, U.S. Global Investors December 11, 2017 Writing about blockchain and bitcoin right now…
Investing in the Emerging Millennial Boom - Context
by Equities, AllianceBernstein Millennials are becoming a powerful force in emerging markets (EM). Understanding the social and consumer…
2018 Investment Outlook: Balancing cyclical and structural influences in multi-asset investing
2018 Investment Outlook: Balancing cyclical and structural influences in multi-asset investing by Invesco Canada Despite what has been…
Jurrien Timmer: Minus Inflation and Leverage, A Bear Market Doesn't Add Up
DECEMBER 2017 Minus Inflation and Leverage, a Bear Market Doesnât Add Up Inflation and leverage are key drivers…
The skier's guide to portfolio risk management
by Cameron Webster, CFA, Mawer Investment Management, via The Art of Boring Blog The ski season is officially…
The skierâs guide to portfolio risk management
by Mawer Investment Management, via The Art of Boring Blog The ski season is officially open and the…
The skierâs guide to portfolio risk management
by Mawer Investment Management, via The Art of Boring Blog The ski season is officially open and the…
The skierâs guide to portfolio risk management
by Mawer Investment Management, via The Art of Boring Blog The ski season is officially open and the…
The Fedâs Long Unwinding Road
by Michael Hasenstab, Chief Investment Officer, Templeton Global Macro, Franklin Templeton Investments In the latest edition of âGlobal…
What is ESG, and why should investors care?
What is ESG, and why should investors care? by Invesco Canada Shoppers looking for âhealthy foodâ must contend…
5 Agents of Change Investors Need to Know About Now
by Frank Holmes, CIO, CEO, U.S. Global Investors The world is changing fast right now in ways that…
