“Trade wars are good, and easy to win.” Donald J Trump After months of protectionist rhetoric and threats of looming trade wars, it appears that the first shots have been fired. Trump followed-up his steel and aluminum levies by targeting $60bn worth of Chinese imports as recompense for the alleged misappropriation of American intellectual property. […]
Brian D’Costa’s interview on BNN’s ‘Weekly with Andrew McCreath’ PLAY PART 1 PLAY PART 2
We are very pleased to announce that the Algonquin Debt Strategies Fund was the recipient of the Best 1 Year Return Award (Credit Focused) at the 2016 Canadian Hedge Fund Awards. The award is based on returns for the twelve month period ending June 30th, 2016, over which the Fund generated 19.1%. A total of […]
“For every action, there is an equal and opposite reaction.” Isaac Newton The big, and perhaps most perplexing, question in fixed income land is: When will interest rates rise? Unfortunately, we broke our crystal ball a few months back and will have to rely on economic theory and a bit of physics to unwrap the […]
Double Bubble: The ‘Bubble’ Bubble? | April 2018
“Bubble, bubble, you’re in trouble.” Duck Tales As long as humans are involved in the activities of investing and speculating, bubbles will occur. And while policymakers and academics debate whether and how to mitigate or lean against them, it is the job of investors to recognize irrational exuberance and have a plan for dealing with […]