Rethinking Diversification: Navigating Correlation, Concentration, and Crisis in Modern Portfolios
Long revered as the only free lunch in finance, diversification now finds itself on trial, its once-unquestioned wisdom…
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...
Harnessing the Power of Private Equity in a Diversified Portfolio
In the world of investing, diversification remains a cornerstone strategy for minimizing risk while maximizing potential returns. While…
The Liquidity Myth: Why the Future of Investing is Private
The landscape of wealth management is undergoing a profound shift. As traditional 60/40 portfolios come under scrutiny and…
Riding the Edge of Chaos: Why Advisors Must Embrace the New Era of Diversification
There’s an old saying in investing: past performance is no guarantee of future results. It’s a phrase so…
The Market Illusion: Mike Green on Inflation, Geopolitics, and the Hidden Recession
If you stare long enough at the stock market, you may begin to believe it's telling you the…
Canada at the Crossroads: How the Trade War is Reshaping the 2025 Election
It is said that history does not repeat itself, but it often rhymes. With the looming shadow of…
Three Reasons we’re Overweight Japanese Equities
by Rick Friedman and John Thorndike, GMO LLC In a world of rich valuations and heightened geopolitical uncertainties,…
The World is Evolving. So Too Must Portfolio Construction.
Rethinking Portfolio Construction: Why 40/30/30 is the Key to Balance Since 1950, the investment portfolio has remained largely…
Rising Toxicity and the Threat to Capitalism and Life Itself
by Jeremy Grantham, GMO LLC This article represents the personal views of Jeremy Grantham and may not necessarily…
Howard Marks: "Gimme Credit"
by Howard Marks, Vice-Chairman, Oaktree Capital The questions I get from clients enable me to understand in real…
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...
Small-cap stocks: Echoes of Trump’s first term
by Jonathan Coleman, Aaron Schaechterle, Scott Stutzman,, Portfolio Managers, Janus Henderson Trump's return to office sparked another small…
Quick View: NVIDIA still more boom than bust
by Richard Clode, Portfolio Manager, Janus Henderson Portfolio Manager Richard Clode joined NVIDIA’s most recent earnings call. He…
Five transformational themes that could unlock accelerated growth opportunities
by Nick Schommer, CFA, Portfolio Manager & Brian Recht, Portfolio Manager, Research Analyst, Janus Henderson Portfolio Managers Nick…
Bargain, Value Trap or Something in Between?
by Ben Inker and Anna Chetoukhin, GMO LLC Executive summary Over the last decade, U.S. large cap growth…
