Section
Alternative Investments
537 posts
The intersection of ESG and mining companies
by Alex Cousley, Russell Investments ESG (environmental, social and governance) has become a key focus of the investment…
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...
Principles to navigate volatility – for advisors
by Roman Samuels, Russell Investments Periods of crisis—such as the one we are arguably living through now—can provide…
Howard Marks' Memo: Bull Market Rhymes
by Howard Marks, Oaktree Capital While I employ a great many adages and quotes in my writings, my…
2022 Mid-Year Outlook: Fixed Income
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company Returns should be better for fixed income…
The Lowdown on Uranium, Lithium & Carbon w/ Nicolas Piquard
Listen on The Move Nicolas Piquard, Vice-President & Portfolio Manager with Horizons ETFs Canada, joined us to talk…
Stock Market Metaverse
by William Smead, Smead Capital Management Dear fellow investors, Virtual reality is not reality! We have just come…
Why Real Assets Are at an Inflection Point
by Steve Bonnyman, MBA, CFA®, Co-Head, Equity Research and Portfolio Manager, AGF Investments Inc. The world has been…
Which Investments Worked 40 Years Ago When Inflation Was This High?
by Frank Holmes, CEO, CIO, U.S. Global Investors The U.S. was experiencing some of the highest inflation in…
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 IT’S NO SECRET that Joe Biden’s advisers cringe…
Notes from the Trading Desk – 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, CFA®, 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…
