Section
Alternative Investing
710 posts
A Stagflationary Shock
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, Blackrock Highlights 1) A stagflationary shockThe Russian invasion of…
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...
The Long View: Russia-Ukraine War Has Lasting Implications for Investing
by Chris Hogbin, Head—Equities, Scott DiMaggio, CFA, Co-Head—Fixed Income; Director—Global Fixed Income, Gershon M. Distenfeld, CFA, Co-Head—Fixed Income;…
On My Mind: The US Dollar and the Retreat from Globalisation
by Sonal Desai, Ph.D., Franklin Templeton Investments Russia’s invasion of Ukraine, with its tragic human toll, likely marks…
Another Strange Recession
by John Mauldin, Mauldin Economics That Seventies Show Toxic Brew Misery Index Velocity, Banks, and the Dollar Incomplete…
"We'll Pay in Rubles, Not Dollars"
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week was another week of turmoil for…
What About China? Plus, a Russian Default Looms
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives XI JINPING MAY HAVE TO WAIT: China’s designs…
Inching Toward Peace — What a Deal Might Look Like
by Greg Valliere, AGF Management Ltd. NEGOTIATIONS TODAY IN TURKEY are unlikely to produce a deal, but there…
Change Squared
by John Mauldin, Mauldin Economics Inflation Complications Neon Signs Plumbing Problems The New World Disorder The US Economy…
Kim Shannon: The Return of Value, Inflation, & Canadian Equities
Listen on The Move Kim Shannon, Founder & Co-CIO, Sionna Investment Managers, joins us on Raise Your…
The Russia-Ukraine crisis: What investors are asking about oil, recession risks, and more
by Kristina Hooper, Chief Global Strategist, Invesco Canada Investors have questions about the market impact of the crisis…
The Biggest Surprise of the War — Russia’s Inept Military
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives AS THE WAR BEGAN, we had no doubt…
Geopolitical Risks in the United Kingdom
by Martin Currie, UK Equity Team, Franklin Templeton Investments What is Happening in Ukraine? Tensions have been high…
New Polls Show Unity on Ukraine, Support Rising for Joe Biden
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives AFTER MONTHS OF DIVISION on every topic from…
3 views on the Russia-Ukraine conflict
by Talha Khan, Jody Jonsson, Darrel R. Spence, Capital Group Russian attack brings long-sought European unity Talha Khan,…
Soaring Commodities Prices, Inflation Alarming Investors
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest The focus for investors last week was squarely…
