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Alternative Investing
728 posts
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…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
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…
Searching for Alphabet’s True Worth? Should we Google it?
by Chuck Carnevale, F.A.S.T. Graphs This is the third in a series of articles where I will cover…
What's the Bigger Risk: Bond Market Bubble or Complacency?
by Kathy Jones, Senior Vice President, Chief Fixed Income Strategist, Schwab Center for Financial Research Key Points Bond…
Doug Drabik: Cash-Driven Market?
by Doug Drabik, Fixed Income, Raymond James Prior to the quantitative easing (QE) programs set forth by the…
Gold shines as Washington stumbles
by Russ Koesterich, Portfolio Manager, Blackrock Russ discusses the trend behind the surprising gold rally this year, and…
Jeffrey Saut: Graham & Dodd vs. Edwards & Magee
by Jeffrey Saut, Chief Investment Strategist, Raymond James August 21, 2017 The development of a personal trading or…
Jeffrey Saut: It’s the end of the world as we know it (and I feel fine)
by Jeffrey Saut, Chief Investment Strategist, Raymond James The Butter Battle Book is a 1984 rhyming story by…
Technically Speaking: The Immediacy Trap
by Lance Roberts, Clarity Financial With Donald Trump’s official first day in office now behind us, the markets…
The Bull Giveth, The Bear Taketh & You’re Not Passive
by Lance Roberts, Clarity Financial Over the last several months, in particular, the number of articles discussing the…
