Section
Alternative Investing
706 posts
What NOT To Buy In Today’s Stock Market
by Vitaliy Katsenelson, CIO, Investment Management Associates Inc. Dear reader, if you are overcome with fear of missing…
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 three D’s continue to impact markets
by Kristina Hooper, Chief Investment Strategist, Invesco Ltd., Invesco Canada Last week brought several developments that underscore my…
Q4 market outlook: Six trends to watch
by Kristina Hooper, Global Market Strategist, Invesco Ltd., Invesco Canada Last quarter saw stocks globally continue to rise.…
Jeffrey Saut: "Career Risk vs. Portfolio Risk"
by Jeffrey Saut, Chief Investment Strategist, Raymond James In markets where investors hand over their money to professionals,…
Q4 market outlook: Six trends to watch
Q4 market outlook: Six trends to watch by Kristina Hooper, Global Market Strategist, Invesco Ltd., Invesco Canada Last quarter…
Raising Modern Portfolio Theory (MPT) from the Dead
by Nathan Erickson, CFA, CAIA and Richard Stott, CFA Institute Investors and their advisers should accept that there…
Passive Carnage is Illogical
by David Goerz, Strategic Frontier Management September 2017 PASSIVE CARNAGE IS ILLOGICAL We observe increased discussion about passive…
Now May Be a Good Time to Increase Exposure to International Equity
Now May Be a Good Time to Increase Exposure to International Equity by Matt Bennett, Vice President, Fidelity…
What's Next for Europe as Merkel Is Re-elected
by David Zahn, CFA, FRM, Head of European Fixed Income, Franklin Templeton Angela Merkel’s re-election as German Chancellor…
Understanding the ups and downs of commodities
Understanding the ups and downs of commodities by Kristina Hooper, Global Market Strategist, Invesco Ltd., Invesco Canada The past…
Little Things Mean a Lot
Little Things Mean a Lot by Clifford Asness, Ph. D. AQR Capital Management, Inc. My colleagues have produced…
Why It’s Time to Get Back to Basics
by Richard Bullas, Vice President Portfolio Manager and Research Analyst, Franklin UK Equity Team In a world of…
In the Eye of the Storm
by Eric Knutzen, CIO, Multi-Asset Class, Neuberger Berman Take care not to mistake calm markets for fair weather.…
Jurrien Timmer: The Conversation We’ll Be Having for Years to Come
by Jurrien Timmer, Director of Global Macro, Fidelity Investments SEPTEMBER 2017 The Conversation We’ll Be Having for Years…
U.S. vs international: what do earnings tell us about what may be ahead?
by Jeffrey Kleintop, Global Chief Investment Strategist, Charles Schwab & Co., Inc. Key Points Over the past 15…