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Strategy
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How the NFL draft is like building an investment portfolio: The process of choosing winners
by Kevin Nielsen, Russell Investments Executive summary: The team executives who choose players in the National Football League…
April 25, 2024
Aubrey Basdeo: More Coupon, Less Duration
Listen on The Move In this episode, our conversation with Aubrey Basdeo, Head of Fixed Income at…
April 23, 2024
Russell Investments 2024 Private Markets Survey: Where do managers see opportunities today?
by Darren Spencer, Russell Investments Executive summary: The survey shows that private markets managers see attractive opportunities in…
April 22, 2024
Will the Growth of Indexing Lead to Its Downfall?
by Jeremy Schwartz, CFA, Global Chief Investment Officer, Associate Director, Research, and Joseph Attia, PhD, WisdomTree The financial…
April 21, 2024
MFS' Robert Almeida: A Different Paradigm
by Robert M. Almeida, Global Investment Strategist, MFS Investment Management As the world shifts away from one of…
April 19, 2024
Responsible Investing: Four Themes to Follow in 2024
by Erin Bigley, CFA, Chief Responsibility Officer, AllianceBernstein From biodiversity and blended finance to a just transition and…
April 19, 2024
Russell Investments: 2024 Strategic positioning update
by Russell Investments Strategic Asset Allocation Team Executive summary: The current macroeconomic backdrop mandates prudent portfolio management amid…
April 10, 2024
Picton Mahoney Investment Review & Outlook Q2 2024: Is the Fed Feeding a Bubble?
by David Picton & Team, Picton Mahoney Asset Management As we turn the page on the first quarter,…
April 10, 2024
Doomberg Decodes: Pumpamentals, Market Riddles, Energy, Gold/China, Uranium & Canada
Listen on The Move In this conversation, Doomberg (https://doomberg.substack.com/) joins Pierre and Mike to discuss various topics…
April 9, 2024
Quality is now a momentum trade
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses why the current momentum…
April 8, 2024
WHY?
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Financial literacy is predicated on asking the question, “Why?”…
April 2, 2024
A vote for value stocks in 2024
by Christian Correa, CFA, Chief Investment Officer, Franklin Mutual Series, Franklin Templeton Investments At Mutual Series, we do…
March 14, 2024
Are stock-bond diversification benefits about to return?
by Anthony Wu, CFA, Portfolio Manager, SLGI Asset Management, Inc. Diversification is one of the key foundations of…
March 13, 2024
NBI CIO Office March 2024: "Through the mist"
by Martin Lefebvre, CIO, & Team, National Bank Investments Copyright © National Bank Investments
March 12, 2024
Bill Bamber, BMO GAM CEO: "A generational shift in accessing structured investment payoffs"
Listen on The Move In this conversation, with Pierre Daillie and Bill Bamber, CFA, Chief Executive Officer…
March 7, 2024