Section
Germany
7 posts
Being Greedy When Mr. Market Doesn’t Understand
by Bill and Cole Smead, Smead Capital Management The year 2026 has shown that deeply out of consensus…
Where Macro Meets Opportunity: A Time-Tested, Three-Pillar Approach to Global Equities
Listen on The Move When the market itself quietly becomes the concentration risk, a top-down process built…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
The Investment Cycle Just Got Bigger: KKR's McVey Returns From Europe and Asia With a Wider Frame
KKR's Henry McVey, Head of Global Macro and Asset Allocation and Aidan Corcoran, CIO of KKR's Balance Sheet,…
Russia, China, Iran, Energy: Why Every Western Move Makes Things Worse | Doomberg
Listen on The Move Every move the West makes seems to make things worse — and Doomberg…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Europe's Winter Gas Anxiety
Low gas inventories will be a worry throughout the winter ahead.
Europe's New Investment Geometry: Defense, Divergence, and the Barbell Portfolio
Europe is undergoing what Jitania Kandhari, Deputy CIO of Morgan Stanley Investment Management's Solutions and Multi-Asset Group, calls…
When Germany Moves, Europe's Re-Rating Completes
The P/E gap between U.S. and European equities has narrowed from a record 9.0x to 4.7x. The target…