Browsing Category
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…
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…
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…
Are Further Contagion Risks Ahead?
In a recent article, Alfonso Peccatiello, Macro Strategist at The Macro Compass, raises critical questions about the ability…
Why Factor ETFs?
Listen to the article (2:29): According to Veronika Popova, Director of ETF Strategy at CI Global Asset…
Musings from Buffett’s Letter
by William Smead, Smead Capital Management Dear fellow investors, There were many good things to think about from…
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…
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…
Monetize Volatility with Covered Call Strategies
Listen to this article (1:49): Investors face many challenges in the current market, such as global uncertainty…
The Indexing Timebomb
by Jared Dillian, The 10th Man Last week, I spoke at the Mississippi CFA Society’s annual forecasting event.…
Drilling for Oil on the NYSE
by William Smead, Smead Capital Management Dear fellow investors, As a young stockbroker in the 1980s, I was…
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…
Commodities: From Destocking to Restocking
by Hakan Kaya, PhD, Senior Portfolio Manager, Neuberger Berman The micro and macro factors weighing on commodities since…
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…
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…
