Section
Outlook
20599 posts
Hemlines and Investment Styles (Howard Marks - September 2010)
This article is a guest contribution by Howard Marks, Chairman, Oaktree Capital. Memo to: Oaktree Clients From: Howard…
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...
Return of Quantitative Easing Good for Gold
By Frank Holmes, CEO and Chief Investment Officer, US Global Investors The Federal Reserve said two words in…
Inflation when the economy is in the dumps
This article is a guest contribution by Andre Meier, Economist in the European Department of the International Monetary…
The Fed's Opponent: Deflation (Michelle Gibley)
by Michelle Gibley CFA, Senior Market Analyst, Schwab Center for Financial Research September 22, 2010 Key points Due to…
The Chances of a Double Dip
This article is a guest contribution from John Mauldin's, Thoughts from the Frontline. The Chances of a Double…
U.S. Government Debt: The Upward Spiral Continues (Boeckh)
This article is a guest contribution by Boeckh Investment Letter. The great reflation—a combination of various stimulus packages,…
Sequential Signals (Hussman)
Under uncertainty, less binding decisions are taken first. This article is a guest contribution by John Hussman, Hussman…
The Outlook for Interest Rates (Locke)
Steve Locke, PM, MacKenzie Sentinel Bond Fund discusses his outlook for interest rates. [hana-flv-player video="http://clientinsights.ca/files/Video/9702.46c72ac73a8aa6e7f489d9fff4a4cc94.flv" width="500" height="400" description="Steve…
U.S. Equity Market Diary (September 20, 2010)
U.S. Equity Market Diary (September 20, 2010) The figure below shows the performance of each sector in the…
Emerging Markets Diary (September 20, 2010)
Emerging Markets Strengths Indonesia’s foreign exchange reserve reached $81.3 billion in August, representing an increase of $15 billion…
Three Stock Ideas from John Zechner
BNN's portfolio manager interviews are a great repository of investment ideas from across the asset management spectrum. Today…
Stocks Remain in Trading Range, but Outlook is Positive (Bob Doll)
Last week saw some continuation of the recent trend of modestly positive economic news, including a drop in…
Emerging Markets Diary (September 13, 2010)
Emerging Markets Diary (September 13, 2010) Jack Dzierwa, co-manager of the Global MegaTrends Fund (MEGAX) and Global Emerging…
What's Driving Russia?
Russia’s publicly-traded gold companies may more than double their production in the next five years, and the country’s…
Niels Jensen: "Beggar Thy Neighbour" (September 2010)
The Absolute Return Letter September 2010 Beggar thy Neighbour "I am deeply ashamed to know that I won't…
