Section
Alternative Investing
710 posts
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…
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...
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…
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…
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…
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…
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…
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…
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…
GMO: Value vs. Growth Traps
by GMO Asset Allocation Team When Value disappoints, markets are mad. When Growth disappoints, they are merciless. Data…
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…
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…
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…
Lessons From the King of Capital
by William Smead, Smead Capital Management Dear fellow investors, We have been reading a book written by David…
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…
What Can Washington Do as a New Covid Crisis Explodes?
by Greg Valliere, AGF Management Ltd. THE FOCUS ON JOE MANCHIN and what he might accept next year…
