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Strategy
2188 posts
NBI CIO Office Sept 2023 – Asset Allocation Strategy – Careful considerations
by Martin Lefebvre, CIO, & Team, National Bank Investments Copyright © National Bank Investments
Mega-Cap Dominance and Sector-Specific Recovery: What to watch (Paul Kornfeld, SIACharts)
Paul Kornfeld, President at SIACharts joins us for an comprehensive update featuring SIACharts' insights. Listen on The Move…
The Sprint to Year End
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Multi Asset Strategies – EMEA, Neuberger Berman As…
5 megatrends reshaping markets
by Fidelity Viewpoints Key takeaways Global markets and economies have been undergoing several concurrent major shifts, or regime…
Sing Me a Song of Valuation
by Scott Welch, CIMA®, Chief Investment Officer, Model Portfolios, WisdomTree “Price is what you pay, value is what…
Is It Time for Investors to Consider Sector Rotation Amid a Tech-Heavy S&P 500?
by Frank Holmes, CEO, CIO, U.S. Global Investors Stocks are up 18.7% year-to-date, which is good news for…
Global Boiling? Really?!?
“The era of global warming has ended; the era of global boiling has arrived.” – Antonio Guterres Throughout…
Q3 2023 update: Real-time risk exposure report
by Travis Bagley & Greg Nordquist, Russell Investments Executive summary: Investors should be aware of potential real-time market…
Why Timing the Market is So Hard
Dorothy Neufeld of Visual Capitalist asserts1, "Timing the market seems simple enough: buy when prices are low and…
Three value equity themes for the end of 2023
by Christian Correa, Chief Investment Officer, Franklin Mutual Series Christian Correa, Chief Investment Officer of Franklin Mutual Series,…
Working the Margins
by Niall O’Sullivan, Chief Investment Officer, Multi Asset Strategies – EMEA, Neuberger Berman While this is no time…
The Butterfly Effect in Commerce: When Warehouses Meet Politics
“When trade stops, war comes.”– Jack Ma Drawing parallels from James Gleick's book Chaos: Making a New Science,…
The Rise and Democratization of Private Markets: An Exploration
Private markets have historically been the playground of institutional and ultra high net worth investors. However, a quiet…
3 surprising investing ideas to consider now
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments This Fidelity strategist shares where she sees potential.…
BofA Flow Show: Debt Stop Noise
by Michael Hartnett, Chief Investment Strategist, BofA Securities Copyright © BofA Securities
