Section
Alternative Investments
537 posts
Jurrien Timmer: As Good as It Gets
NOVEMBER 2017 With growth drivers maturing, it’s time to view the investment landscape through a more critical lens.…
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...
Say goodbye to closet indexers
Say goodbye to closet indexers by Rob Mikalachki, Chief Investment Officer, Trimark Investments, Invesco Canada I’m writing here in…
High yield’s diminishing appeal
by Russ Koesterich, Portfolio Manager, Blackrock High yield bonds have been investor favorite the last year and a…
Shadows of Tax Reform Loom over Municipals - Context
Shadows of Tax Reform Loom over Municipals - Context by Fixed Income AllianceBernstein Now that talk of tax…
“Buy & Hold” Fantasy Story Reaches Fever Pitch
by Richard Rosso, Clarity Financial “Much of what passes for orthodoxy in economics and finance proves, on closer…
The Science and Art of Multi-Asset Investing
by Martin Atkin, Managing Director, Multi-Asset Solutions Group, AllianceBernstein Generating consistent returns under uncertain conditions is a challenge.…
What NOT To Buy In Today’s Stock Market
by Vitaliy Katsenelson, CIO, Investment Management Associates Inc. Dear reader, if you are overcome with fear of missing…
The three D’s continue to impact markets
by Kristina Hooper, Chief Investment Strategist, Invesco Ltd., Invesco Canada Last week brought several developments that underscore my…
Q4 market outlook: Six trends to watch
by Kristina Hooper, Global Market Strategist, Invesco Ltd., Invesco Canada Last quarter saw stocks globally continue to rise.…
Jeffrey Saut: "Career Risk vs. Portfolio Risk"
by Jeffrey Saut, Chief Investment Strategist, Raymond James In markets where investors hand over their money to professionals,…
Q4 market outlook: Six trends to watch
Q4 market outlook: Six trends to watch by Kristina Hooper, Global Market Strategist, Invesco Ltd., Invesco Canada Last quarter…
Raising Modern Portfolio Theory (MPT) from the Dead
by Nathan Erickson, CFA, CAIA and Richard Stott, CFA Institute Investors and their advisers should accept that there…
Passive Carnage is Illogical
by David Goerz, Strategic Frontier Management September 2017 PASSIVE CARNAGE IS ILLOGICAL We observe increased discussion about passive…
Now May Be a Good Time to Increase Exposure to International Equity
Now May Be a Good Time to Increase Exposure to International Equity by Matt Bennett, Vice President, Fidelity…
What's Next for Europe as Merkel Is Re-elected
by David Zahn, CFA, FRM, Head of European Fixed Income, Franklin Templeton Angela Merkel’s re-election as German Chancellor…
