Section
Alternative Investments
487 posts
Jeffrey Kleintop: Recession in China
by Jeffrey Kleintop, CFA®, Managing Director, Chief Global Investment Strategist, & Michelle Gibley, Charles Schwab & Co., Inc.…
Little Hope for Ukraine Breakthrough; New Covid Controversy in the U.S.
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives WISHFUL THINKING: Staggering Russian losses in recent weeks…
Soft Now, Hard Later
by John Mauldin, Mauldin Economics Rosenberg: Disinflation Lives Luntz: No More Normal Sonders: Not the Seventies Again Mehlman:…
What An Inverted Yield Curve Could Mean This Time Around
by Jean-Sébastien Nadeau, MBA, CFA®, AGF Management Ltd. There’s a good reason why some investors feel uneasy about…
Peering Around the (Yield) Curve
by Gene Podkaminer, CFA, Franklin Templeton Investments The 10-year vs. two-year US Treasury yield curve momentarily inverted, and…
Why a Global Approach to Bonds Makes Even More Sense Right Now
by Tom Nakamura, CFA®, AGF Management Ltd. Bond investors have been laser-focused on the impact of rising rates…
Roe v. Wade Leak Scrambles November Election
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives IN A BOMBSHELL THAT SHOOK THIS CITY during…
Why the Fed Should Go Slow
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives THERE’S LITTLE DOUBT that on Wednesday the Federal…
Fluky GDP Report Stuns Washington; What if It’s Correct?
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives WHAT A DICHOTOMY — The financial markets shook…
Picton Mahoney Q2 2022 Investment Review & Outlook: Headwinds Abound, Building a Wall of Worry
OVERVIEW The headwinds that we discussed last quarter continue to pressure risk assets, but with even more force…
Value Outperforms and Other Extremes Defining Markets So Far This Year
by Abhishek Ashok, M.A., MFE, CFA®, AGF Management Ltd. Equity investors may not be keen to rehash the…
Staggering Russian Losses; Biden May Move Soon on Student Loans
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives RUSSIA IS MAKING SLOW PROGRESS in the Donbas…
Positioning a Portfolio for More Volatility Ahead
by Kevin McCreadie, MBA, CFA®, AGF Management Ltd. AGF’s CEO and Chief Investment Officer discusses the latest quarterly…
A Pendulum Shift in Washington on Energy Policy; Trump and Twitter
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives A GROWING NUMBER OF DEMOCRATS — fearful of…
How to use alternative assets for refuge in uncertain times
by Michael Steingold, Russell Investments With the world economy still recovering from the COVID-19 pandemic and now dealing…
