Section
Alternative Investing
710 posts
“Cornered Putin Problem” — A Sobering New Assessment
by Greg Valliere, AGF Management Ltd. A CHILLING ASSESSMENT is leaking out of Washington: the avalanche of sanctions…
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...
War and the Fear of Recession
by Kevin McCreadie, MBA, CFA®, AGF Management Ltd. Russia’s invasion of Ukraine is the latest risk to financial…
The Environmental Movement Has Stalled
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives LESS THAN FOUR MONTHS AGO delegates left Glasgow…
Vladimir Putin Is Losing the War
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives PRESS REPORTS YESTERDAY indicating that key Ukrainian cities…
Why Japan Appears Attractive to Equity Investors
by Grace Huang, MBA, CFA, AGF Management Ltd. Global equity markets are reeling from the prospects of tighter…
Assessing the impact of economic sanctions on Russia
by Kristina Hooper, Invesco Canada How might the Russia-Ukraine crisis impact inflation? Could freezing Russia from SWIFT hurt…
Picton Mahoney Q1 2022 Investment Review & Outlook – 2022: First-Half Woes, Second-Half Gains
Copyright © Picton Mahoney
Cash: The Last Hedge Standing
by Russ Koesterich, CFA, JD, Portfolio Manager, Blackrock Portfolio Manager and Managing Director, Russ Koesterich examines why investors…
The Humiliation of Vladimir Putin
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives HIS TROOPS IN DISARRAY, his economy about to…
Investment Strategy Commentary: Equity Rotation
by Wouter Sturkenboom, CFA, Chief Investment Strategist, EMEA and APAC, Northern Trust Roiling market conditions are seeing equity…
Making Money and Reducing Risk in an Equity Superbubble*
by Matt Kadnar, GMO Navigating the career risk associated with bubbles (especially superbubbles) has always been tricky and…
Investment Mistakes to Avoid: The 2022 Edition
by Ben Inker, GMO Executive Summary As we turn over the page to a new year, there are…
Five Key Questions as the Ukraine War Begins
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives NO ONE HAS ALL THE ANSWERS as a…
Cryptocurrency and investor portfolios: Is an allocation warranted?
by Jorge Suarez, Amneet Singh, Sam Pittman, AllianceBernstein It was only a matter of time. With the two…
Tougher Sanctions Are Likely This Week as Russian Troops Move Westward
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives VLADIMIR PUTIN’S EXTRAORDINARY SPEECH yesterday — bitter and…
