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Alternative Investing
666 posts
Inflation: From Peak Transitory to Peak Persistent?
by David Stonehouse, MBA, CFA®, AGF Management Ltd. By now, last August probably feels like a hundred years…
January 6, 2022
Fiscal Policy Comes Back Into the Picture; The Shame of January 6
by Greg Valliere, AGF Management Ltd. WHEN IN DOUBT, SPEND MORE MONEY: Even though the omicron variant may…
January 6, 2022
Taking stock: Q1 2022 equity market outlook
by Tony DeSpirito, BlackRock Fundamental Active Equity Investment Team “Normal” is in the eye of the beholder. But…
January 5, 2022
Why High-Beta Stocks May Not Be a Loss During the Next Phase of the Economic Cycle
by Abhishek Ashok, M.A., MFE, CFA®, AGF Management Ltd. Defensive segments of the equity market could benefit from…
January 5, 2022
K2 Hedge-Fund Strategy Outlook: First Quarter 2022
by Robert Christian, Franklin Templeton Investments First Quarter (Q1) 2022 Outlook: Summary As we commence 2022, the prospect…
January 5, 2022
Biden Polls Plummet; Cautious Optimism From London on Omicron
by Greg Valliere, AGF Management Ltd. IT’S TEMPTING TO PREDICT that President Biden’s long slump — which began…
January 5, 2022
Market predictions and investment resolutions for 2022
by Kristina Hooper, Chief Global Strategist, Invesco Canada Kristina Hooper shares 10 predictions for markets in the new…
January 4, 2022
The Big Difference Between This Year and Last Year
by Greg Valliere, AGF Management Ltd. THE NEW YEAR BEGINS with many of last year’s major themes intact…
January 4, 2022
PODCAST: A Tale of Two Real Estate Markets: US and China
by Stephen H. Dover, CFA, Franklin Templeton Investments . Hear more in our latest “Talking Markets” podcast. Transcript…
January 3, 2022
GMO: Value vs. Growth Traps
by GMO Asset Allocation Team When Value disappoints, markets are mad. When Growth disappoints, they are merciless. Data…
December 31, 2021
Rebalancing the Lopsided 60/40 Portfolio
It’s time to rebalance the lopsided 60/40 portfolio with alternative sources of diversification and return. 01 - The…
December 27, 2021
28 Preet Banerjee – What is Advice Worth?
Listen on The Move Preet Banerjee, Founder and CEO of MoneyGaps (https://moneygaps.com) joins us for a deep dive…
December 23, 2021
Our Top Twelve Washington Predictions for 2022
by Greg Valliere, AGF Management Ltd. LET’S HAVE SOME FUN: We’ll end for this year with our Top…
December 22, 2021
Lessons From the King of Capital
by William Smead, Smead Capital Management Dear fellow investors, We have been reading a book written by David…
December 21, 2021
Portions of Biden Bill Could Pass in 2022; GOP Takeover of House Looks More Likely After Key Resignations
by Greg Valliere, AGF Management Ltd. A DIFFERENT APPROACH: It never seemed likely that a massive social spending…
December 21, 2021