Section
Alternative Investments
537 posts
Recession — A Self-Fulfilling Prophecy? Plus, Donald Trump’s Very Big Week
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives CONFIDENCE IS A HUGE WILD CARD and it…
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...
Why Food Inflation Has an Outsized Impact on Emerging Market Bond Investors
by Tristan Sones, CFA® Tom Nakamura, CFA®, 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 Can’t Shake
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives IT’S 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, 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…
