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Strategy
2449 posts
Calibrating Chaos: Hugo Lavallée on Staying the Course, Spotting Opportunity, and Ignoring the Noise
In a market where volatility often masquerades as chaos, Hugo Lavallée, Portfolio Manager at Fidelity Investments, sees calibration.…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Thank You Warren Buffett
by William Smead, CIO, Smead Capital Management Dear fellow investors, In light of the announcement that Warren Buffett…
The Return of Value: Bargain Hunting and Global Opportunity in a Volatile Market
As the market continues to adjust to a regime of higher-for-longer interest rates and heightened geopolitical friction, Mackenzie…
Buffett Steps Back, His Insights Remain
by Jeremy Schwartz, CFA, Global Chief Investment Officer, WisdomTree™ Key Takeaways At his 60th Berkshire Hathaway annual meeting,…
5 charts that put market volatility in perspective
by Capital Group President Trump’s tariffs have put market volatility back in the spotlight for all investors, but especially…
How to handle “phantom distributions” from ETFs to avoid double taxation
by Tax and Estate Planning team, Invesco Normally, an exchange-traded fund (ETF) will pay most of its income…
Walking the Tightrope: Trend Following’s Tricky Tradeoffs
by Jim Masturzo, Partner, Chief Investment Officer, Multi-Asset Strategies, Research Affilates Key Points Trend-following strategies can offer attractive,…
Navigating Uncertainty with Discipline: Black Creek’s Heather Peirce on Markets, Risk and Resilience
In her latest market update on the Capital Insights1 podcast, Heather Peirce, Portfolio Manager & Managing Director at Black…
Diversification in three dimensions
by Phil Maymin and Ashwin Alankar, Janus Henderson Phil Maymin, Director of Asset Allocation Strategies, and Ashwin Alankar,…
Capital Group's Carl Kawaja on Policy Risk, Flexibility, Focus, and Finding Tomorrow’s Gold
In a rapidly shifting global landscape, investors are faced with an unrelenting challenge: how to distinguish true opportunity…
Looking Both Ways Through a Cold Streak
by Cole Smead, Smead Capital Management My Father was a financial risk taker in zero-sum and negative-sum gambling…
Doomberg: Policy Uncertainty is the New Systemic Risk
Listen on The Move What happens when political ambition trumps economic reality? Doomberg lays it bare. In…
Looking at the Economic Data and Volatility in the Bond Market
by Chris Fasciano, Chief Market Strategist, Commonwealth Financial Network Last week, the S&P 500 was up 5.7%, the…
The Trump Put Reloaded: When One Word Wags the Market
It took just one word. “Pause.” Not “rescind,” not “repeal,” not “reverse.” Just a fleeting, monosyllabic lull in…
First Principles in the Face of Uncertainty
by Jeff Blazek, CFA, Co-CIO, Multi-Asset Strategies, and Erik L. Knutzen, CFA, CAIA, Co-CIO, Multi-Asset Strategies, Neuberger Berman…
