Section
Insight
18195 posts
For Canadian Pension Funds, It’s Time to Go Global
by Erin Bigley, Portfolio Manager, AllianceBernstein Pension funds in Canada have long relied on a simple fixed-income strategy:…
Momentum Stocks: Caution Ahead
The recent pickup in volatility is a useful reminder of the risks lurking in momentum stocks, both traditional…
Jeffrey Saut: Secular Bull Market
by Jeffrey Saut, Chief Investment Strategist, Raymond James Everything investors have learned since the last secular bull market.…
Woe Betide The Value Investor
by Jason Hsu, Vivek Viswanathan, Research Affiliates Research Affiliates is a value shop in the tradition of Ben…
The Myth of Volatility Drag (Part 1)
by Will Morrison, CFA Institute “Whenever the market has volatility we lose money. We call this ‘volatility drag.’”…
Deglobalization Redraws the Investment Map
by Hayden Briscoe, AllianceBernstein Divergence between economies and financial markets has been a key macroeconomic trend over the…
The Most Dangerous Words In Investing
by Jesse Felder, The Felder Report Let me begin this post by saying that the three sources I…
Two Finance Phrases I Could Do Without
by Ben Carlson, A Wealth of Common Sense There are many market analogies and cliches that can actually…
Fed tightening + HY distress = 2015 bear market?
by Cam Hui, Humble Student of the Markets Despite my bullish stock market outlook (see my last post…
Howard Marks: Liquidity is Not How Easily You Can Sell, It's What Price Can You Get When You Have To
Liquidity by Howard Marks, Oaktree Capital March 25, 2015 My wife Nancy’s accusations of repetitiveness notwithstanding, once in…
A tribute to Lee Kuan Yew
by Mawer Investment Management, via The Art of Boring Blog If a person's legacy is to be measured…
A tribute to Lee Kuan Yew
by Mawer Investment Management, via The Art of Boring Blog If a person's legacy is to be measured…
A tribute to Lee Kuan Yew
by Mawer Investment Management, via The Art of Boring Blog If a person's legacy is to be measured…
Are Equities Overvalued?
Are Equities Overvalued? by Ryan Lewenza, CFA, CMT, Private Client Strategist, Raymond James • This month marks the…