Section
Credit Markets
588 posts
Niels Jensen's Investment Outlook: The Dirty Dozen of Risks in 2011
The Absolute Return Letter December 2010 "The Dirty Dozen" “Risk concerns the deviation of one or more results…
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...
Outlook Remains Positive, Despite Technical Market Factors (Bob Doll)
For the week, the Dow Jones Industrial Average rose 0.72% to 11,872, the S&P 500 Index declined 0.76%…
Canada Markets Cheat Sheet (January 24, 2011)
Canada Markets Cheat Sheet (January 24, 2011) Strengths PwC predicts Canadian companies will do more deals in emerging…
Outlook 2011: Everyone Needs Commodities
Outlook 2011: Everyone Needs Commodities By Frank Holmes, Evan Smith and Brian Hicks, Co-managers of the Global Resources…
The Economy and Bond Market Cheat Sheet (January 24, 2011)
The Economy and Bond Market Cheat Sheet (January 24, 2011) U.S. Treasury yields moved higher this week on…
Emerging Markets Cheat Sheet (January 24, 2011)
Emerging Markets Cheat Sheet (January 24, 2011) Strengths China’s GDP expanded by a stronger-than-expected 9.8 percent in the…
2011 Outlook: A Continued Recovery but With Bumps Along the Way
by Alfred Lee, CFA, DMS Vice President & Investment Strategist, BMO ETFs & Global Structured Investments BMO Asset…
Sonders: House of the Rising Sun
House of the Rising Sun: A Check-Up on Housing Liz Ann Sonders, Senior Vice President, Chief Investment Strategist,…
2011 Outlook: Should Bond Investors be Bracing for a Bubble?
2010 Review/2011 Outlook by Capital International Asset Management Please click on images for video 1. A look back…
Emerging Markets Cheat Sheet (January 17, 2011)
Emerging Markets Cheat Sheet (January17, 2011) Strengths Thanks to a second year of government stimulus, China’s total vehicle…
Bloomberg Markets Magazine Profiles Hugh Hendry
by Trader Mark, Fund My Mutual Fund I was an 'early adopter' of Hugh Hendry, highlighting him on…
Canada and Brazil Taking on U.S. Like Characteristics in Debt Exposure
by Trader Mark, Fund My Mutual Fund We've mentioned in the past how Australia and Canada [Jun 30,…
Risks and Opportunities in 2011 (Bob Doll)
By Bob Doll, Chief Equity Strategist, Blackrock Despite a disappointing December labor market report last week, the overall…
Shining the light on short selling and over-the-counter derivatives
Short Selling and OTC Derivatives Policy Options by José A. Tavares, via VoxEU.org 9 January 2011 With the…
Outlook 2011: Fear and Love in Gold Trading
Outlook 2011: Fear and Love in Gold Trading By Frank Holmes, CEO and Chief Investment Officer, U.S. Global…