Section
Alternative Investments
514 posts
ESG X Big Data: Solving for the Double Bottom Line
by Anna Hawley and Jeff Chen, SAE, Blackrock The view by many is that ESG investing is concessionary…
Biden Unscripted is a Verbal Mine Field
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives ITāS NO SECRET that Joe Bidenās advisers cringe…
Notes from the Trading Desk ā U.S. 10-yr Yields Tighten in a Normal 'Risk-Off' Way
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week global equity markets struggled for any…
Will the Fed and Other Central Banks Get It Right?
by Kevin McCreadie, MBA, CFAĀ®, AGF Management Ltd. Investors should expect market volatility to continue until it is…
What Happens to Industrial Stocks When Supply Chain Issues Ease?
by Wai Tong, MBA, P.Eng., CFA, AGF Management Ltd. Global supply chain disruptions may now be gradually abating…
Biden in Asia: Sending a Message to China
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives THE UKRAINE WAR has diverted attention away from…
The Best & The Rest: Measuring the Efficacy of Alternative Strategies
Listen on The Move Financial advisors have rapidly adopted liquid alternatives in portfolios to the tune of…
Recession ā A Self-Fulfilling Prophecy? Plus, Donald Trumpās Very Big Week
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives CONFIDENCE IS A HUGE WILD CARD and it…
Why Food Inflation Has an Outsized Impact on Emerging Market Bond Investors
by Tristan Sones, CFAĀ® Tom Nakamura, CFAĀ®, AGF Management Ltd. Beyond its devastating human toll, the ongoing conflict…
A Stagflationary Shock
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, Blackrock 01 - A stagflationary shock The Russian invasion…
The One Inflation Narrative Joe Biden Canāt Shake
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives ITāS BECOMING CLEAR that the massive 2021 spending…
The Decline of Vladimir Putin
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives PHOTOS OF VLADIMIR PUTIN with a blanket covering…
Jeffrey Kleintop: Recession in China
by Jeffrey Kleintop, CFAĀ®, 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:…
