Section
Alternative Investing
710 posts
Jeff Bradacs: How Market Neutral Strategies Fit Into Investor Portfolios
Jeff Bradacs, CFA, Portfolio Manager, Picton Mahoney Asset Management joins Pierre Daillie to discuss how a market neutral…
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...
Welcome to Dysfunctional December
by Greg Valliere, AGF Management Ltd. NOTHING HIGHLIGHTS the ineptitude in Washington like the month of December, as…
Equities are expensive. Bond yields are low. How can income needs be met? Enter model strategies.
by Lindsey Cipro, Kevin Nielsen, Russell Investments For the final wave of baby boomers entering retirement over the…
U.S.-China Relations Still in Deep Freeze; New Controversy Looms
by Greg Valliere, AGF Management Ltd. OBSCURED BY THE DIN over the Omicron variant and U.S. fiscal dysfunction…
The contradictions and complications of ESG investing
by Emily Steinbarth, Russell Investments Complicated. Contradictory. Complex. Whatever your preferred word of choice is for describing a…
The Covid Variant and Policy Paralysis May Slow the Fedās Tightening Path
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author:Ā Greg Valliere November 29, 2021 Print THE SIMPLE…
Howard Marks' Memo: The Winds of Change
by Howard Marks, Oaktree Capital The last 20 months have been a most unusual period, thanks primarily to…
26 Michael Green: The Inelastic Market Hypothesis (Explains the Market's Volatility)
Michael Green, Chief Strategist at Simplify Asset Management joins Pierre Daillie and Adam Butler for a revealing conversation…
Can Emerging Market Countries Be Held to the Same ESG Standards That Developed Markets Are?
by The editor's desk, AGF Management Ltd. As ESG goes mainstream, is it possible for emerging market (EM)…
A Signal That Donald Trump Will Run Again; Names Floated for Fed Openings
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author:Ā Greg Valliere November 24, 2021 Print A Signal…
The Over-Hyped Inflation Panic
by Greg Valliere, AGF Management Ltd. THIS CITY IS GRIPPED by an inflation panic, fueled by pervasive media…
The Fed Fiasco and the Damage Done; Tentative Talks on Debt Ceiling
by Greg Valliere, AGF Management Ltd. BEFORE HE LEAVES FOR NANTUCKET on Tuesday evening, President Biden is expected…
House Set to Pass Social Spending Bill but the Senate Isnāt; UFO Issue Wonāt Go Away
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author:Ā Greg Valliere November 19, 2021 Print House Set…
Why Dividend Growth Is Back
by Stephen Duench, CFAĀ®, AGF Management Ltd. Equity investors donāt have much to complain about these days. Since…
25 Mike Green: The Un-consensus on Today's Macro & Inflation
Michael Green, Chief Strategist at Simplify Asset Management joins Pierre Daillie and Adam Butler for a blockbuster of…
