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Alternative Investing
232 posts
Raise Your Average Ep. 3 Nancy Davis, Quadratic Capital Management, LLC
Our deep dive conversation into hedging interest rate volatility and inflation, with Nancy Davis, Founder and Managing Director…
Raise Your Average Ep. 1 Meb Faber and Marc Dalpé
We're excited to bring you a new show, Raise Your Average, where we'll bring today's investment luminaries and…
Is the 60/40 Portfolio Dead?
David Picton, President and Portfolio Manager, Picton Mahoney Asset Management, joined us at the CETFA Mindpath ETF Conference.…
The Bezzle and the Central Banks
by Joachim Klement, CFA, CFA Institute. In The Great Crash of 1929, John Kenneth Galbraith describes the bezzle, the…
What's driving the demand for listed infrastructure?
by Darren Spencer, Russell Investments Why listed infrastructure? Let’s follow the logic chain: Equity-market volatility, low fixed-income yields…
Macro Update: Rising Possibility of a Recession in 2020
by Urban Carmel, The Fat Pitch Summary: The balance of the macro data remains positive. A recession starting in…
Should you care about negative bond yields?
by Karen Schenone, CFA, Blackrock In some parts of the world, bonds are yielding less than zero. Karen…
Saut Strategy: “No one rings a bell at the top” (Charts of the Week 08-28-2019)
“Charts of the Week” 8/28/19 Andrew Adams CFA, CMT, Saut Strategy LLC Follow Me @DayTraderGator on Twitter for…
Navigating Summer Squalls
by Eric Knutzen, CIO, Multi-Asset Class, Neuberger Berman Managing volatility and maximizing opportunities in the late cycle. There…
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Global equities were mixed last week as investors…
Jeffrey Saut: "Never Say Never"
by Jeffrey Saut, Chief Investment Strategist, Saut Strategy “Never say never Never say always Always reevaluate And never…
Three Reasons to Consider Dividend Growers
by Nick Getaz, CFA, Franklin Templeton Investments As global economic growth slows and US-China trade tensions drag on,…
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments Those expecting a sleepy August for equity markets were probably…
How Painful Can Factor Investing Get?
by Nicolas Rabener, CFA Institute. More commentary from Nicolas Rabener is available at Factor Research. Sign up for…
Why bonds are now the better hedge
by Russ Koesterich, CFA, Blackrock Russ discusses why bonds are his preferred hedge in this environment. This is…
