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Markets
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Better To Have Hair On Your Feet Than Your Head, and other Weekend Reads
Here are this week's reading diversions for your personal enlightenment. Have a remarkable weekend! Lisa Belkin: Children's Books…
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 do Large Cap Firms Trade at a Discount to Market?
Aleph Blog outlines why he believes "behemoth" companies (i.e. firms with a market value greater than $100 billion)…
4 Portfolio Moves for a Long-Term European Debt Crisis (Koesterich)
by Russ Koesterich, Portfolio Manager, iShares In recent weeks, governments across the world have stepped up efforts to…
Bullish Sentiment Rebounds (Bespoke)
The latest weekly survey of investor sentiment from the American Association of Individual Investors (AAII) shows that last…
Asset Class Correlations (Bespoke)
The charts below highlight the rolling six month correlations for the S&P 500 relative to oil, US Treasuries,…
Canadian Investors Unclear on How to Use ETFs
A recent survey commissioned by BMO Investments Inc. reveals that only 18% of Canadian investors are aware of…
Myth vs Reality in the Hunt for Fixed Income Alpha (Tucker)
In the past few decades indexing has increased in popularity among investors. Most of the growth has come…
Act II Begins (Tchir)
From Peter Tchir of TF Market Advisors Act II Begins The intermission is over and now we get…
Fading Market Risks and Bright Opportunities (Koesterich)
by Russ Koesterich, Portfolio Manager, iShares Call #1: Some risks to the global economy appear to be fading.…
The Paradox of Active Fixed Income Management (Tucker)
by Matt Tucker, iShares Lately, I have been fielding a lot of questions from investors who have been…
A Hidden Correlation (Morillo)
Many investors look to diversify their portfolios by holding a combination of stocks and bonds, with some investors…
Markets Cheer Economic and Policy Progress - A Sharp Rally for Stocks (Doll)
December 5, 2011 A Sharp Rally for Stocks After two weeks of disappointing economic and policy news that…
Jeremy Grantham: Investment Outlook (Q3 Letter)
Here is the latest quarterly letter (Q3) from GMO's Jeremy Grantham: The Shortest Quarterly Letter Ever. One of Grantham's…
"Santa Clause" (Saut)
by Jeffrey Saut, Chief Investment Strategist, Raymond James December 5, 2011 I spent last week in New York…
Michael Mauboussin (In Depth): Doing Less Can Make you More
On this week’s WealthTrack, Consuelo Mack interviews Michael Mauboussin, Chief Investment Strategist of Legg Mason Capital Management. He…
