Picton Mahoney Asset Management

Picton Mahoney places short bets on U.S. junk debt

Canadian hedge fund manager adopts net short position in new issues as lack of safety margin presents fixed-income risk

A return to the ‘Roaring 20s’? Maybe, but be cautious about inflation risk

President of asset management firm on the potential for the strongest global economic surge in decades

Why U.S. stock valuations may not be too badly extended

Oft-quoted measure of valuations may only tell half the story, says portfolio management firm

‘This doesn’t have to be kept under lock and key’

Michael White of Picton Mahoney shares thoughts on CSA's liquid-alternative blanket relief order and industry's likely next steps

Why Canada's been given clear signposts by Biden

Portfolio manager assesses what the monumental week in Washington might mean for this country

Counsel launches new multi-manager portfolios

New offerings provide for diversified equity and fixed-income investments in top growth companies

Picton Mahoney names head of retail business

Veteran brings 25 years' experience in financial services and fintech to alternative investment firm

Throne Speech was 'long on ambition and short on details'

If we get through the pandemic, portfolio manager believes Canada can fare well in a renewed economic cycle

Bungled U.S. reopening risks global economic recovery

Firm remains positive on risk assets but suggests markets are overbought and appropriate hedges should be considered

How to add ballast to your portfolio and still generate returns

Picton Mahoney portfolio manager explains how strategy dealt with COVID-19 and why it remains an option in all markets