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158 posts
Why Itâs Time to Rethink PortfoliosâFrom the Bear Up, says Picton
When markets get messy, David Picton doesnât just feel itâhe wears it. âThe bags under your eyes grow,â…
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...
PwC: ETFs Are BoomingâAnd the $30 Trillion Era Is Closer Than You Think
PwCâs bold new report reveals whatâs driving ETFs into the mainstreamâand why the biggest growth story in asset management is only getting started.
When Managed Futures Stumble, History Says: Stick Around
2025 hasnât been an easy year for trend followers. In fact, itâs been downright brutal. According to Virtus…
Why Bond Folks Think in Reversals and Stock Investors Just Canât Quit the Rally
In the third part of his return expectations series1, AQRâs Principal and Global Co-Head of Portfolio Solutions Group,…
Rethinking Fixed Income: How Franklin Templeton Is Helping Advisors Navigate a New Era for Bonds
Letâs be clearâbonds just arenât what they used to be. With interest rates climbing, geopolitical uncertainty swirling, and…
The Marketâs Misdiagnosis: Why Canadian Oil Is Mispriced, Misunderstood, and Marching Toward a Merger Boom
Letâs start with the obvious: Cole Smead is not Canadian, not an energy executive, and certainly not the…
âThe Times They Are A-Changinââ â Five Alarms That Signal Regime Change
You donât have to squint too hard these days to see the cracks in the old economic playbook.…
Where the Real AI Gold Lies: Investing in the Ripples, Not the Splash
by AdvisorAnalyst.com Everyoneâs buzzing about GPUs, ChatGPT, and the AI arms raceâbut Morgan Stanleyâs Counterpoint Global team is…
How to Stay Ahead in a Shifting World: KKRâs Roadmap for the New Market Reality
In its May 2025 Insights report, titled The Art of Learning, KKRâs Global Macro & Asset Allocation team…
Inside the Mind of Tony Davidow: Why Private Markets Matter More Than Ever
For once, Tony Davidow found himself on the other side of the microphone. In a special episode of…
KISS 2025: The Big Picture Shifts Reshaping Your Portfolio Playbook
Louis-Vincent Gave breaks it downâsimply, sharply, and with implications you canât ignore. âWhen the facts change, I change…
The Exceptional Case of U.S. Markets Underperformance
With global headlines bouncing between trade tensions, inflation worries, and surprise economic data, itâs getting harder for investors…
When $9 Trillion Gets Cold Feet: Rupert Mitchell on the Great Unwind of Americaâs Market Dominance
âYouâve got $9 trillion worth of European pension money sitting in US equities⌠try parking a trillion dollars…
Bank of Canada Hits Pause AgainâBut Whatâs Next? RBCâs Claire Fan Has Thoughts
For the second time in a row, the Bank of Canada has opted to stand pat, holding its…
Turning the Page: Why 2025 May Be the Year Merger Arbitrage Steps into the Spotlight
Strategic Resilience in 2024: Playing Defense to Win "If you were to summarize it in one word, it…
