Maximize your portfolio’s potential with the BARBELL approach
Listen on The Move In this episode, Robert Wilson, Senior Vice President, and Head of Portfolio Construction Consultation…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
People care about elections. Markets don’t.
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Markets don’t care about elections US presidential elections haven’t…
Demystifying Equity Market Neutral Investing
by David Berns, PhD, CIO & Cofounder, Simplify Asset Management Introduction The 60/40 portfolio, the bread-and-butter portfolio of…
Balancing uncertainty and optimism: 2024 Chief Investment Officer Outlook
by William Davies, Global CIO, Columbia Threadneedle Investments Here’s what uncertainty around interest rates being higher for longer…
With risks elevated, focus on stock selection: 2024 equity outlook
by Melda Mergen, CFA, CAIA, Global Head of Equities, Columbia Threadneedle Investments There are plenty of macro drivers…
European Equities on Discount: How to Allocate
by Matt Wagner, CFA, Associate Director, Research, WisdomTree The European economy is not in free fall, but it…
Jeremy Siegel: Powell’s Balanced Approach
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Is Too Much Riding on the Tech Titans?
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman U.S. tech is “Magnificent” in many ways,…
NBI CIO Office: Fall Colours
by Martin Lefebvre, CIO, & Team, National Bank Investments Copyright © National Bank Investments
What happened to ESG stocks?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, and Michelle Gibley, Charles Schwab & Co., Inc.…
DoubleLine Capital: Quarterly Outlook and Commentary September 2023
by DoubleLine Capital The latest market commentary is now available from DoubleLine Capital - here are some of…
The Energy Landscape: A Deep Dive with Doomberg
In a recent interview with Adam Taggart at Wealthion, the head of the anonymous collective known as Doomberg…
Howard Marks Latest Memo: Further Thoughts on Sea Change
by Howard Marks, Vice-Chairman, Oaktree Capital In May, I wrote a follow-up memo to Sea Change (December 2022)…
Thackray Newsletter: Wrecking Ball = Buying Opportunity
by Brooke Thackray, Horizons ETFs (AlphaMountain Investments) Brooke Thackray's October 2023 Update Highlights Supply/Demand Mismatch in Chinese Residential…
Israel-Hamas War brings geopolitical risks to the forefront
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Israel-Hamas War The Israel-Hamas War has shocked the…
