Section
active investing
323 posts
How to Stay Ahead in a Shifting World: KKR’s Roadmap for the New Market Reality
In its May 2025 Insights report, titled The Art of Learning, KKR’s Global Macro & Asset Allocation team…
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...
Bond Voyage! Saying Goodbye to Traditional Diversifiers
When your “diversifiers” stop diversifying, what do you do? ETF analyst Tony Dong has a few ideas—some that…
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.…
Thank You Warren Buffett
by William Smead, CIO, Smead Capital Management Dear fellow investors, In light of the announcement that Warren Buffett…
Buffett Steps Back, His Insights Remain
by Jeremy Schwartz, CFA, Global Chief Investment Officer, WisdomTree™ Key Takeaways At his 60th Berkshire Hathaway annual meeting,…
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…
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…
Riding the Edge of Chaos: Why Advisors Must Embrace the New Era of Diversification
There’s an old saying in investing: past performance is no guarantee of future results. It’s a phrase so…
Rebuilding resilience in 60/40 portfolios
by Jeffrey Rosenberg, Managing Director, & Team Systematic Fixed Income, BlackRock Key points Heightened fiscal, trade, and policy…
Crowded Trades & The Passive Investing Paradox
The most dangerous investments are the ones everyone believes are safe. Today, the largest passive funds in the…
Unpacking 2025 with Fidelity’s Ilan Kolet
As markets charge into 2025, investors and advisors are grappling with a complex web of macroeconomic forces—policy uncertainty,…
Mitigating Market Risks and Uncertainty: The Larry Swedroe Playbook
At a time when the financial world is inundated with forecasts, opinions, and overconfidence, Larry Swedroe stands as…
Vision 2025: Will Danoff on Markets, AI, and the Relentless Pursuit of Alpha
by Pierre Daillie, Managing Editor, AdvisorAnalyst.com Will Danoff doesn’t do complacency. The legendary Fidelity portfolio manager has spent…
Vision 2025: Lessons from Fidelity’s Heavyweights
by Pierre Daillie, Managing Editor, AdvisorAnalyst.com The art of capital allocation is an unforgiving pursuit, where mistakes are…
Pressing Investment Questions into 2025 with Ilan Kolet
Listen on The Move Market uncertainty, rate cuts, U.S. exceptionalism, and a potential Canadian dollar shock—are we…
