Section
Alternative Investing
710 posts
A Very Delicate Issue — Joe Biden’s Health; Plus, The Three Amigos Meet Today; Inflation Alert
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: Greg Valliere November 18, 2021 Print A Very…
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...
The Upcoming Budget “Score” — and Why It’s Crucial; Jerome Powell, Twisting in the Wind
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: Greg Valliere November 17, 2021 Print The Upcoming…
The Logjam is Breaking as Congress Enters Home Stretch
by Greg Valliere, AGF Management Ltd. SIGNS OF PROGRESS: Exhausted members of Congress have made their points and…
Investing in infrastructure, local and global
by Fidelity Viewpoints More government spending may create opportunities for investors. Key takeaways The federal government is increasing…
Still Another Headache for Biden — Friction With VP Harris
by Greg Valliere, AGF Management Ltd. November 15, 2021 WASHINGTON WAS BUZZING this weekend over reports that President…
Quick Thoughts: Inflation, Debt, and Changing Economic Sweet Spots
by Stephen H. Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Investment Institute, Franklin Templeton Investments…
The Fed Taper Is Here…Now, What About Rate Hikes?
by Eric Winograd, Senior Economist—Fixed Income, AllianceBernstein After several months of buildup, the Federal Reserve announced last week…
Changing Our Call on the Social Spending Bill and Fed Policy
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: Greg Valliere November 11, 2021 Print Changing Our…
The sustainability shift: the impact on energy investment
by Yasmin Meissner, Co-Head of Sustainable Investing, Multi-Asset Strategies & Solutions, and Alastair Bishop, Head of Sustainable Core…
24 SIACharts' Paul Kornfeld on Actionable, Investment Decision-Making Tools, At Scale, for Advisors
Paul Kornfeld, CFA, President of SIACharts joins Pierre, Mike and Rodrigo for a deep dive into the capabilities…
Picton Mahoney Q4 2021: Investment Review & Outlook – Opportunities Now, Inflation Debate Later
by David Picton and Team, Picton Mahoney Asset Management Overview Economies and markets seem to be transitioning from…
Congress Faces Four Big Issues in the Next Month
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: 8 November 10, 2021 Print Congress Faces Four…
As His Polls Plummet, What Are Joe Biden’s Policy Options?
by Greg Valliere, AGF Management Ltd. November 9, 2021 IT MUST BE FRUSTRATING for Joe Biden to see…
Our Odds as Congress Considers Even More Stimulus
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: 8 November 8, 2021 Print Our Odds as…
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Global equities closed last week higher overall, with…
