Strategy

Strategy

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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Insight Markets Outlook US Stocks value investing

Why value is still a value

by Russ Koesterich, Chief Investment Strategist, Blackrock Investments The rally in value stocks may have stalled, but Russ discusses why the trend still ...
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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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Asset Allocation Insight Markets Outlook Quantitative Investing Strategy

Market Timing with Value

by Corey Hoffstein, Newfound Research Cliff Asness, Antti Ilmanen, and Thomas Maloney of AQR are out with a new paper about market timing ...
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Insight Markets Outlook portfolio management Strategy

Five ways to execute a pro-risk strategy

by Anwiti Bahuguna, Ph.D., Senior Portfolio Manager, Columbia Threadneedle Investments A pro-risk investment strategy with a diversified approach makes sense in today’s markets. ...
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Insight Markets Outlook US Stocks value investing

Is there still value in value?

by Burt White, Chief Investment Strategist, LPL Financial KEY TAKEAWAYS · We recommend that investors generally maintain balance across value and growth stocks. ...
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Insight Markets Outlook portfolio management Quantitative Investing Strategy

Should We Be Holding More Cash?

by Corey Hoffstein, Newfound Research This blog post is available for download as a PDF here. Modern portfolio theory provides a way for ...
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Insight Markets Outlook Retirement Strategy

The Fatal Flaws in Your Financial Plan

by Lance Roberts, Clarity Financial Congratulations! If you are reading this article it is probably because you have money invested somewhere in the ...
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Adapative Asset Allocation Asset Allocation Insight Markets Outlook portfolio management Quantitative Investing Quantitative Investing Strategy

Asset Allocation is Not for the Faint of Heart (Long Live Diversification)

by Adam Butler, Resolve Asset Management I’m starting to feel like a rancourous curmudgeon, but I am frustrated by some of the misguided commentary on ...
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active investing Insight Markets Outlook Risk Management

Managing Active Risk

by Corey Hoffstein, Newfound Research Position sizing is often the result of portfolio construction and is therefore largely overlooked in manager selection. Risks ...
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Asset Allocation Insight Markets Outlook Strategy

Three Asset Classes to Watch in 2017

by Blaine Rollins, 361 Capital 2016 was a rather boring year for the markets. That is until the surprising November election results left ...
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Insight Markets Outlook Quantitative Investing Strategy

Diversification: When 1 + 1 < 2?

by Corey Hoffstein, Newfound Research Equity and bond valuations remain elevated. More importantly, joint valuation remains elevated in a 60/40 portfolio, forecasting low ...
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Asset Allocation Insight Markets Outlook Strategy US Stocks

Market Perspective: A Perfect Mix?

by Liz Ann Sonders, Brad Sorensen, and Jeffrey Kleintop, Charles Schwab and Company, Inc. Key Points The conditions for a continuation of the ...
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Insight Markets Outlook Strategy US Stocks value investing

The Growth/Value Cycle: Is Value Leading Again?

by Eddy Elfenbein, Crossing Wall Street Every so often, I like to see where we are in the Growth/Value Cycle. This is a ...
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Insight Markets Outlook Stocks Strategy

In 2017… Watch Europe, Watch China and Watch Japan; “Stay Wary, Alert and Very, Very Nimble

by Steve Blumenthal, Capital Market Group December 23, 2016 “Stay wary, alert and very, very nimble.” – Art Cashin Managing Director, UBS Financial ...
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