Section
Alternative Investing
710 posts
Quick Hits — Sarah Bloom Raskin Faces a Grilling; GOP Divisions on Ukraine; The $30 Trillion U.S. Debt; Sanity in Sacramento
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives SARAH BLOOM RASKIN’s NOMINATION to become the Fed’s…
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...
Could the Economy Stall? Plus, a Health Scare for Democrats
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives AMID ALL THE BREATHLESS PREDICTIONS OF RATE HIKES…
Donald Trump’s Support is Slipping Within the GOP
by Greg Valliere, AGF Management Ltd. MOST REPUBLICANS ON CAPITOL HILL will tell you privately that they have…
Congress Returns to Unfinished Business on Spending
by Greg Valliere, AGF Management Ltd. CONGRESS IS BACK THIS WEEK, facing a very full plate — an…
Thinking About the Unthinkable — A Nuclear Miscalculation
by Greg Valliere, AGF Management Ltd. MILITARY EXPERTS HAVE BEEN RELUCTANT to even whisper about the unthinkable in…
Industrials: Electrification
by Angela Rhoden, MBA, CFA®, AGF Management Ltd. In Part Two of this four-part series, global equity analyst…
Biden Gets a Life Preserver; Olympics May Delay Ukraine Conflict
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: Greg Valliere January 27, 2022 Print JOE BIDEN…
Feeling the Pinch of Tighter Monetary Policy
by Kevin McCreadie, MBA, CFA®, AGF Management Ltd. Does inflation need to be reined in by central banks?…
Computer Chip Crisis Persists; Nancy Pelosi Is Running Again
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: Greg Valliere January 26, 2022 Print JUST AS…
Industrials: Key Themes and Trends
by Angela Rhoden, MBA, CFA®, AGF Management Ltd. Part One discusses the importance of automation and digitization in…
103 Crypto: Still Early Innings with Ric Edelman, Founder DACFP & Edelman Financial Engines
Listen on The Move Ric Edelman, Founder, DACFP (Digital Assets Council of Financial Professionals & Edelman Financial…
The Pushback Against Russia
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: Greg Valliere January 24, 2022 Print A FULL-FLEDGED…
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week saw a rough ride for most…
Jeremy Grantham: Let The Rumpus Begin
by Jeremy Grantham, GMO LLC Executive Summary All 2-sigma equity bubbles in developed countries have broken back to…
Biden Press Conference Will Be Remembered for Only One Thing
by Greg Valliere, AGF Management Ltd. JOE BIDEN MADE LOTS OF NEWS last night — especially on his…
