Section
Strategy
2401 posts
Crowded Trades & The Passive Investing Paradox
The most dangerous investments are the ones everyone believes are safe. Today, the largest passive funds in the…
Unpacking 2025 with Fidelityâs Ilan Kolet
As markets charge into 2025, investors and advisors are grappling with a complex web of macroeconomic forcesâpolicy uncertainty,…
Mitigating Market Risks and Uncertainty: The Larry Swedroe Playbook
At a time when the financial world is inundated with forecasts, opinions, and overconfidence, Larry Swedroe stands as…
Systematic Equity Outlook: Trading policy uncertainty
by Raffaele Sevi and Jeff Shen, Systematic Investing, Blackrock The second Trump presidency marks a new regime for…
Strategic Asset Allocation 2025: A 3-to-5-Year Perspective of Markets
by George Smith, Portfolio Strategist, LPL Research As we move deeper into 2025, LPL Research's Strategic and Tactical…
Adam Turnquist: Updated Sector Views
by Adam Turnquist, Chief Technical Strategist, LPL Financial Equity markets are off to a solid start in 2025.…
Key considerations for investors as markets surge
by BeiChen Lin, Russell Investments Executive summary: Equity markets are hovering near all-time highs in the U.S., Canada,…
Merger Arbitrage: The Stars Could Be Aligning
by Scott Schefrin and Eugene Smit, AllianceBernstein Is an M&A boom brewing? Thereâs a shift underway in the…
Beyond 60/40: How the RGBM ETF Helps Investors Keep Their Core and Expand Returns
For decades, investors have faced a fundamental challenge: how to effectively diversify their portfolios without sacrificing returns. The…
Vision 2025: Will Danoff on Markets, AI, and the Relentless Pursuit of Alpha
by Pierre Daillie, Managing Editor, AdvisorAnalyst.com Will Danoff doesnât do complacency. The legendary Fidelity portfolio manager has spent…
LongPoint Adds Return StackedÂŽ Global Balanced & Macro ETF (âRGBMâ)
PRESS RELEASE LongPoint Adds Return StackedÂŽ Global Balanced & Macro ETF (âRGBMâ) RGBM stacks the returns of a…
Vision 2025: Lessons from Fidelityâs Heavyweights
by Pierre Daillie, Managing Editor, AdvisorAnalyst.com The art of capital allocation is an unforgiving pursuit, where mistakes are…
Pressing Investment Questions into 2025 with Ilan Kolet
Listen on The Move Market uncertainty, rate cuts, U.S. exceptionalism, and a potential Canadian dollar shockâare we…
Value stocks: Why you might be underweight and unaware
by Tony DeSpirito, CIO of U.S. Fundamental Equities, Blackrock Value stocks hit some investorsâ radar screens with a…
Multi-Asset 2025 Outlook: Expanding Horizons
by Caglasu Altunkopru & Aditya Monappa, AllianceBernstein As growth extends to more regions, we see expanding opportunities across…
