Section
Fundamentals
25 posts
Passive Aggressive: The Increasing Risks of Passive Dominance
by Chris Brightman, Campbell Harvey, Forrest Henslee, Research Affiliates Key Points Passive capitalization-weighted index funds now surpass active…
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...
Bubble Déjà Vu: Arnott Warns AI May Be 2025’s Dot-Com Sequel
"The future belongs to artificial intelligence (AI) and the companies leading the AI revolution." That’s the story today’s…
Trump 2.0: The Deregulation Agenda – No New Rules?
by Que Nguyen, Research Affliates Key Points Deregulation will be central to President Trump’s second-term policy agenda, just…
Fundamentals underpinning global tech’s market leadership
by Denny Fish, Portfolio Manager, Research Analyst, Janus Henderson Portfolio Manager Denny Fish believes that a dispersion of…
The Greatest Scourge in Factorland: Revaluation Alpha = Fake Alpha (JPM Series)
by Rob Arnott, Research Affiliates Key Points Alpha is not merely a simple risk-adjusted return difference; rather, it…
60/40? A Second Opinion from GMO's Ben Inker
Join hosts Mike and Audrey in this first episode of Insight and Opinion as they explore the evolving relevance of the classic 60/40 portfolio strategy. They dive into Ben Inker's critical analysis from GMO1, which highlights the '60/40 autopilot problem' and proposes the Benchmark-Free Allocation Strategy (BFAS) as an adaptive investment approach.
Bursting the myth: Understanding market bubbles
by Pierre Dongo-Soria, CFA, Russell Investments Executive summary: It's important for investors to distinguish between market bubbles and…
A stock picker’s look beyond AI
by Carrie King, CIO of U.S. and Developed Markets, BlackRock Fundamental Equities Artificial intelligence (AI) and its unparalleled…
Tobias Carlisle: Value Investing - Simple, Not Easy
Listen on The Move In this conversation, Mike and Pierre talk to Tobias Carlisle, Managing Principal and Chief…
Earnings Season May Bring Changes
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
After the Fed, a return to ― and returns from ― fundamentals
by Tony DeSpirito, CIO of U.S. Fundamental Equities, Blackrock Stock returns have been driven by macroeconomic dynamics for…
The “Abundant Reserve” System Crushes the Fed
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
6 Lyn Alden's 2021 Mid-Year Macro Outlook
Watch on Youtube Listen to the podcast Lyn Alden of Lyn Alden Investment Strategy is our guest on…
Standing Alone Against the Crowd: Abandon Value? Now?!?
by Rob Arnott, Amie Ko, Jonathan Treussard, Research Affiliates Key Points In a prolonged anti-value momentum-driven rally, it’s…
Jurrien Timmer: Lessons from the Sixties
Stock/bond correlations have been steadily decreasing since peaking in 2015: What does it mean? Key takeaways • A…
