Section
Alternative Investing
710 posts
When Value Gets Extreme
by Abhishek Ashok, M.A., MFE, CFA® & Stephen Duench, CFA®, AGF Management Ltd. Growing concerns about central bank…
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...
A Congressional Scandal, in Plain Sight
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: 8 January 19, 2022 Print MOST OF US…
Supply Chain Gloom; Democrats Look for Re-Set; Ukraine and NATO; Outlook for Fed Nominees
by Greg Valliere, AGF Management Ltd. HOPES FOR A SIGNIFICANT IMPROVEMENT in the supply chain gridlock have faded…
30 A Sea of "D's" in 2022 w/ Darius Dale and Mary Hagerman
Listen on The Move: Darius Dale, Founder & CEO, 42 Macro LLC, and Mary Hagerman, Portfolio Manager,…
A Whiff of Panic After Joe Biden’s Worst Week as President
by Greg Valliere, AGF Management Ltd. JOE BIDEN HAS STUMBLED through his worst week as president — stung…
Multi-Asset Strategies: Making Your Money Work Harder and Smarter
Michael White, CFA, Portfolio Manager, Multi-Asset Strategies at Picton Mahoney Asset Management joins Pierre Daillie to discuss how…
Blame Game on Inflation Grips Washington; Spending Loses Support
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: Greg Valliere January 13, 2022 Print THE BLAME…
Anti-Trump Rebellion Gains Momentum
by Greg Valliere, AGF Management Ltd. AN OBSCURE SOUTH DAKOTA SENATOR has generated a firestorm within the Republican…
The Democrats Have a Messaging Problem
by Greg Valliere, AGF Management Ltd. THE AMERICAN PUBLIC is nervous about inflation and confused by mixed signals…
Why Russia May Blink; More Covid Spending; China Tech Woes; Full Employment
by Greg Valliere, AGF Management Ltd. WE’RE FACING AN UNUSUALLY FULL WEEK of economic and geopolitical developments, so…
Commodities Notched Their Best Year Since 2009, Despite Precious Metals Weakness
Every year around this time, we update our always-popular Periodic Table of Commodities Returns. by Frank Holmes, CEO,…
What Joe Manchin Wants
by Greg Valliere, AGF Management Ltd. WE TALKED WITH A SOURCE close to West Virginia Sen. Joe Manchin…
The Great Gold Love Trade Is Alive and Well, as India Buys a Record Amount
India reported spending a record $55.7 billion on gold imports last year. by Frank Holmes, CEO, CIO, U.S.…
29 Huber's Almanac of Alternative Investments
Phil Huber, CIO, Savant Wealth Management, based in Chicago, joins us for a deep dive on how advisors…
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…
