Strategy

Strategy

active investing Insight Markets Outlook portfolio management Strategy

The Active Equity Renaissance: Understanding the Cult of Emotion

by C. Thomas Howard and Jason Voss, CFA Institute “I know you are afraid and you should be afraid. I will invest you ...
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ETFs Insight Markets Outlook US Stocks value investing

Som Seif: Which of your ETFs Provides Outsized Opportunity?

Which of his company's ETFs does Som Seif, CEO, Purpose Investments, think represents an outsized opportunity for investors? He loves all of them, ...
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active investing Insight Markets Outlook portfolio management Strategy

The Active Equity Renaissance: Rejecting a Broken 1970s Model

by C. Thomas Howard and Jason Voss, CFA Institute The average active equity mutual fund underperforms its benchmark. This statement sparks little controversy ...
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Insight Markets Outlook portfolio management Risk Management Strategy

Som Seif: The Best Time for Risk Management is Always

"There's never a bad time to think about risk management," says Som Seif, CEO, Purpose Investments. "A 20% market decline is probably as ...
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ETFs Insight Markets Outlook REITs Strategy

REITs are not as tied to rates as you may think

by Charles Bilello, Pension Partners Interest rates are on the rise and Real Estate Investment Trusts (REITs) have been struggling.  Printer-friendly version Recent ...
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Adapative Asset Allocation Asset Allocation Insight Markets Outlook Quantitative Investing Strategy

Missing Both the Best AND Worst Periods Improves Performance

by Adam Butler, Resolve Asset ManagementThe buy-and-hold crowd, including many mutual fund companies and a large cross-section of vocal pundits, like to talk ...
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active investing Insight Markets Outlook Strategy

Where Active Management Can Win

by Hamlin Lovell, CFA, CFA Institute It’s hard to beat some indexes. That doesn’t mean it’s hard to beat an index. Ignore the ...
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Asset Allocation Bonds Fixed Income Insight Markets Outlook Stocks Strategy

On 60/40

by David Wolf, Portfolio Co-manager, Fidelity Investments Canada Key Takeaways Inflation shocks are a risk to the success of 60/40 Active asset allocation ...
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ETFs Insight Markets Outlook US Stocks value investing

Why value is still a value

by Russ Koesterich, Portfolio Manager, Blackrock The rally in value stocks may have stalled, but Russ discusses why the trend still has further ...
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Insight Markets Outlook passive investing

The Passive Investing Pandora’s Box

by Scott Krauthammer, Nelson Yu, AllianceBernstein As passive investing has become increasingly popular, the number of indices that track stocks has exploded. More ...
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