Section
active investing
338 posts
US small-caps undiscovered connection: Value-led periods and active management
Royce Investment Partners: There seems to be a notable historical trend of active small-cap managers outperforming the Russell 2000 Index in periods when value stocks lead, while trailing the small-cap index when growth stocks lead.
Prepare, Donât Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that wonât come down anytime soon, and the growing correlation between stocks and bonds...
Bulls vs. Bears: How BMO GAM Weighs Opposing Signals
As summer gives way to fall, uncertainty is once again the main theme investors canât ignore. Trade fights,…
Invest Or Index â Exploring 5-Different Strategies
by Lance Roberts, RIA Investing is about choices. Every investor faces the same challenge: how to grow wealth…
Navigating Paradigm C: Darius Dale on Fiscal Dominance, Fed Policy, and the Future of Investing
A sweeping, data-driven diagnosis of the U.S. economy, policy regime shifts, and the investment strategies retail and institutional investors alike should be considering, according to 42 Macro's Darius Dale.
Making Sense of Low-Volatility Investing in Todayâs Market
For over fifty years, the so-called âlow-volatility anomalyâ has quietly challenged a core belief in investing: that more…
Uncovering Coiled Springs: Why Guardianâs Sam Baldwin Thinks Canadian Equities Are Ready to Pop
With U.S. mega-cap tech dominating headlines and hogging investor attention, itâs easy to forget thereâs a whole world…
Weâre in Good Company
by William and Cole Smead, Smead Capital Management When you have a significant underperformance period, investors have a…
Top-Heavy Markets, Fragile Portfolios: How to Break Free of the Mag-7 Trap
Listen on The Move What do advisors do when markets feel like a giant game of Jengaâtop-heavy,…
When Passive Investing Becomes the Marketâs Biggest Risk
For years, passive investing has been the go-to strategy for investors chasing low fees and broad exposure to…
Fragile Convictions, Fortified Portfolios: PICTONâs Playbook for a Market Built on Hope
âWe donât think itâs a bull market... we think itâs very prudent to focus on much better diversification within portfolios.â â David Picton, President & CEO, PICTON Investments
The Worldâs Shifting â Here's How Capital Group Thinks You Should Shift With It
âIt feels a bit like the title of the Oscar-winning movie Everything Everywhere All at Once,â says Jody Jonsson, Vice Chair and Portfolio Manager at Capital Group
Passive Mania, Retiring Boomers, and the Quiet Cracks in the Bull Market
In a candid and thought-provoking conversation on Thoughtful Money1, host Adam Taggart sat down with Michael Green, Chief…
Diversification Reimagined: Building Resilient Portfolios with NEPCâs Playbook
In the investing world, diversification is often treated as a checkboxâsomething to do, but not deeply understood. Yet,…
How Market Concentration Shapes Passive and Active Equity Returns
by John Fogarty, Matthew Whitehurst, AllianceBernstein Over the last decade, the 10 largest stocks in the Russell 1000…
From Theory to Trillions: How DFA's David Booth Transformed Investing by Trusting the Science
Opening the Data Vault: The Birth of Modern Finance When David Booth walked the halls of the University…
