Section
ESG
768 posts
Congress Returns, Crucial Week Ahead; Donald Trump’s Self-Inflicted Wounds
by Greg Valliere, AGF Management Ltd. HIGH STAKES: Congress returns today for three intense weeks of debate on…
July 12, 2021
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...
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week saw global equity markets largely unchanged,…
July 11, 2021
11 Ted Seides, Capital Allocators – Lessons from Decades Interviewing the World's Elite Money Managers
Podcast Ted Seides, founder of Capital Allocators LLC, host of the Capital Allocators Podcast, and author of his…
July 7, 2021
How the Fourth Industrial Revolution Will Accelerate Decarbonization
by Hamish Chamberlayne, CFA, Head of Global Sustainable Equities | Portfolio Manager, Janus Henderson Investors Portfolio Manager and…
July 6, 2021
Notes from the Trading Desk: Central Bank Tailwind Continues Powering Risk Assets
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Global equities were mixed last week across the…
July 5, 2021
What Are Bond Investors Thinking? Their Three Top Concerns
by Scott DiMaggio, AllianceBernstein Bond investors are worried, and who can blame them? From rising consumer prices to…
June 30, 2021
Midyear Outlook 2021: The Long and Winding Road Back to Normal
by Brad McMillan, CFA®, CAIA, MAI, Managing Principal, Chief Investment Officer, Commonwealth Financial Network®, Member FINRA/SIPC If we…
June 29, 2021
Full Speed Ahead: The Great Energy Transition
While the environmental and economic threats posed by climate change are immense, the investment opportunities being created in the search for renewable power are equally unprecedented. It’s become evident that the great transition from fossil fuels to renewable energy stands to be one of the most important developments of the new millennium – for both investors and the planet.
June 23, 2021
BofA: Oil's All About The Benjamin
by Francisco Blanch, Warren Russell, et al, Bank of America Securities Brent prices should average $68/bbl in 2021…
June 22, 2021
Running Out of Time as the Debt Ceiling Looms
by Greg Valliere, AGF Management Ltd. THE GLACIAL PACE OF NEGOTIATIONS on an infrastructure deal is creating a…
June 21, 2021
Japanese Stocks Regain Luster for Post-Pandemic Markets
by Atsushi Horikawa, AllianceBernstein Japanese equities have long been overlooked by many global investors. But they may be…
June 17, 2021
Private Credit: Do Sweat the Small Stuff
by The editor's desk, AGF Management Ltd. Adding a new asset class to a portfolio is often one…
June 17, 2021