Commentary

Given the rapid evolution of COVID-19, the majority of us have been taking shelter and working from home as a result of the more stringent...

As we progress through this difficult period, data and information is evolving at a frantic pace. With conclusive data, predictability...

To describe recent weeks as historic doesn’t seem to do it justice. The price of oil has fallen by over 60% due to the biggest demand...

Effective April 6, 2020, the benchmark rate used in stress tests for insured mortgages will be modified. The new benchmark rate will...

As the COVID-19 outbreak is escalating, Global Alpha has strengthened safety measures to protect our employees and the broader community....

Yesterday was a historic day. Following the (temporary?) dissolution of OPEC+ last Friday the price of oil fell by 24%, its largest...

Given all that’s going on, we thought we’d provide a few thoughts on the macro environment and then on fund positioning (DBF and Credit...

After the disastrous Friday meeting which essentially resulted in the dissolution of OPEC+, things have escalated rather dramatically.