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Strategy
2548 posts
From Gray Areas to Green Lights: U.S. Digital Assets Enter the Mainstream
by Blake Heimann, Senior Associate, Quantitative Research, WisdomTree Key Takeaways In July 2025, the U.S. took a major…
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...
Rob Arnott: Reinventing Cap-Weighted Indexing
by Rob Arnott and Lillian Wu, Research Affiliates Key Points By design, the structure of traditional cap-weighted index…
Return Stacking and Managed Futures: Rethinking Diversification Without Sacrifice
For decades, managed futures have been a cornerstone of institutional portfolios—quietly delivering uncorrelated returns and cushioning market shocks.…
Reslicing the Pie: Making Room for Private Credit Exposure
by Brian Resnick, CFA, Director and Senior Investment Strategist—Alternatives, AllianceBernstein How should investors think about integrating private credit…
Concentration, Complacency, and the Case for Diversification
For years, the S&P 500 has looked like a rocket ride—powered mostly by a handful of mega-cap tech…
Wesbury: Do Valuations Matter?
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
How To Save Time and Money on Portfolio Implementation
by Nick Zylkowski, CFA & Christina Shockley, Russell Investments Key Takeaways Partnering with a full-scale implementation partner can…
Guardian Capital’s Next Chapter: Going Private with Desjardins in a $1.67 Billion Deal
In a landmark move that reshapes Canada’s asset management landscape, Guardian Capital Group Limited has agreed to be…
The 4th Turning of Markets: Darius Dale on Inflation, Debt & Investing in 2025
What if everything you thought you knew about the Fed, fiscal policy, and recession playbooks is already obsolete? In this episode, Darius Dale reveals why the U.S. economy has entered “Paradigm C” — a regime of fiscal dominance, deregulation, and coordinated support — and what it means for portfolios, the Fed, and your financial future.
5 leadership lessons from top CEOs
by Martin Jacobs, Equity Portfolio Manager, Capital Group Culture eats strategy for breakfast, according to management guru Peter…
Making Sense of Low-Volatility Investing in Today’s Market
For over fifty years, the so-called “low-volatility anomaly” has quietly challenged a core belief in investing: that more…
Bitcoin Allocation 10–40%? Ric Edelman’s Shocking Investment Thesis
Listen on The Move What if the riskiest move in your portfolio isn’t owning crypto—but ignoring it? In…
Value Investing’s Quiet Comeback
by Ed d'Agostino, COO, Mauldin Economics Revisiting Value It’s become something of a parlor joke in certain circles…
Volatility Returns: Why Smart Money Is Pivoting to Low-Risk Plays
by SIACharts.com Markets are showing signs of a shift this week, with a noticeable selloff in higher-risk segments…
Why security could be a durable investment theme
by Kent Chan, Equity Investment Director, & Noriko Chen, Equity Portfolio Manager, Capital Group Against a backdrop of…
