Section
Strategy
2387 posts
Multi-Asset 2025 Outlook: Expanding Horizons
by Caglasu Altunkopru & Aditya Monappa, AllianceBernstein As growth extends to more regions, we see expanding opportunities across…
Prometheus Research: Are Markets overestimating 2025 Investment Opportunities?
Listen on The Move What does 2025 have in store for investors? Join us as we…
High Hopes or Hollow Hype? A 2025 Reality Check
by Jeff Weniger, Head, Equity Strategy, and Kevin Flanagan, Head, Fixed Income, WisdomTree Letâs put a finger on…
The Rules Of Bob Farrell â An Updated Illustrated Guide
by Lance Roberts, RIA In a recent discussion on TheRealInvestmentShow, Bob Farrell and his 10 investment rules were discussed,…
Reflecting on 2024 â Awesome Returns, Surprising Resilience
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Let us all raise a glass and give a…
Fortifying Portfolios in Uncertain Times: Lessons from Picton Mahoney
In equity and bond markets increasingly punctuated by volatility and unexpected economic events, the traditional investment framework is…
Growth is from Mars, value is from Venus
by Owen A. Lamont, Ph.D., Senior Vice President, Portfolio Manager, Research, Acadian Asset Management There is no such…
The Seven Pillars of Resilient Portfolios â Revisiting Picton Mahoneyâs BARBELL Framework
In a rapidly evolving investment landscape, where traditional stock and bond strategies often falter under the weight of…
Curb Your Enthusiasm
by Bob Elliott, CEO, CIO, Unlimited Funds Expectations for the US economy coming into a new year have…
High Hopes, Solid Grounds
We prefer equities over fixed income, in particular U.S. equities as the outlook for the U.S. economy is…
JPM's David KellyâNavigating 2025: Out of the Storm, Into the Fog
The 2025 Investment Outlook from J.P. Morgan Asset Management, led by Chief Global Strategist David Kelly, provides a…
Turning the Page: WisdomTreeâs 2025 Investment Outlook
âBig stock market leadership changes need some ruction, some big change in the system,â WisdomTreeâs team observes in…
Vanguardâs 2025 Outlook: Beyond the Soft Landing and Into Uncharted Tensions
As the world gears up for 2025, Vanguardâs Chief Global Economist, Joseph Davis, and team have released a…
UBS Unpacks the Economic and Investment Outlook for 2025
The UBS Chief Investment Office report, helmed by Paul Hsiao and Jason Draho, Ph.D., offers a comprehensive macroeconomic…
Torsten Sløk: 2025 Economic OutlookâResilience Amid Challenges
As we approach 2025, the U.S. economy continues to defy historical norms and confound expectations. Apollo Global Management's…
