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Strategy
2118 posts
Alternative investments outlook post-SVB
by Stephen H. Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Silicon Valley…
March 22, 2023
A multi-asset perspective on recent bank turmoil: Don’t lose sight of the macro story
by Wylie Tollette, Ian Westley, Melissa Mayorga, Miles Sampson of Franklin Templeton Franklin Templeton Investment Solutions explores the…
March 20, 2023
MFS' Nicholas Paul: The Case for Global Small- and Mid-Cap Stocks
Nicolas J. Paul, CFA, Equity Portfolio Manager & Institutional Portfolio Manager at MFS Investment, highlights the compelling case…
March 20, 2023
Are Further Contagion Risks Ahead?
In a recent article, Alfonso Peccatiello, Macro Strategist at The Macro Compass, raises critical questions about the ability…
March 15, 2023
Why Factor ETFs?
Listen to the article (2:29): According to Veronika Popova, Director of ETF Strategy at CI Global Asset…
March 8, 2023
ESG: Making Sense of the Mudslinging
by Joseph V. Amato, President and Chief Investment Officer—Equities, Jonathan Bailey, Head of ESG Investing, Neuberger Berman What…
March 6, 2023
Greenwashing a Possible "Black Swan" in 2023, Says Colin Graham of Robeco
Listen to this article (3:08): According to Hannah Zhang at Institutional Investor, European regulators have, in…
March 5, 2023
Monetize Volatility with Covered Call Strategies
Listen to this article (1:49): Investors face many challenges in the current market, such as global uncertainty…
March 3, 2023
The Indexing Timebomb
by Jared Dillian, The 10th Man Last week, I spoke at the Mississippi CFA Society’s annual forecasting event.…
March 2, 2023
Drilling for Oil on the NYSE
by William Smead, Smead Capital Management Dear fellow investors, As a young stockbroker in the 1980s, I was…
March 1, 2023
Picton Mahoney Q123 Investment Review & Outlook: Retest risks should create longer-term opportunities
by David Picton & Team, CEO, Picton Mahoney Asset Management Overview Equities staged a strong recovery rally in…
March 1, 2023
Commodities: From Destocking to Restocking
by Hakan Kaya, PhD, Senior Portfolio Manager, Neuberger Berman The micro and macro factors weighing on commodities since…
February 28, 2023
Savita Subramanian: "Buy Deprivation, Sell Overbuild"
In her latest note, BofA's Savita Subramanian points out that some of the cash-starved sectors of the past…
February 26, 2023
50/30/20 is the New 60/40
In today's investment climate, investors are facing significant challenges amid a volatile and uncertain economic environment. The 60-40…
February 24, 2023