Section
active investing
360 posts
Beta Plus Alpha: CIBC GAM's Blueprint for Canada's Fastest Growing ETF Shelf
Listen on The Move What happens when a late mover in Canadian ETFs builds its shelf from first…
The AI Trade Might Not Be Where You Think It Is
Spending on AI isn’t the same as profiting from it. Sri Iyer and Adam Cilio explain how the Guardian i³ Investments TeamTM uses machine learning, AI, and human judgment, to separate builders, spenders and beneficiaries.
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
Being Greedy When Mr. Market Doesn’t Understand
by Bill and Cole Smead, Smead Capital Management The year 2026 has shown that deeply out of consensus…
Where Macro Meets Opportunity: A Time-Tested, Three-Pillar Approach to Global Equities
Listen on The Move When the market itself quietly becomes the concentration risk, a top-down process built…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
No Country for Old (or Young) Men
by William Smead, Chief Investment Officer of Smead Capital Management Dear fellow investors, One of my favorite movies…
Alpha Architect's Wesley Gray: The Invisible Risks Inside Every Portfolio
Listen on The Move What if the portfolio your clients think they own is actually just an…
The Conditions Were Perfect. 67% Still Lost.
The question is no longer whether active management faces structural headwinds. The question is what it would actually…
The Earnings Engine and the Expensive World: What Schroders' September Equity Lens Reveals
The central question Schroders poses in its September 2026 Equity Lens1 is deceptively simple: by how much should…
Twenty-Five Years Off the Benchmark: Inker on Why 1999 Is Rhyming Again
In a new GMO white paper, 25 Years of Benchmark-Free Investing1, Ben Inker, Co-Head of GMO's Asset Allocation…
Do Stocks Beat Treasury Bills? The Answer Isn't What You'd Think
Hendrik Bessembinder of Arizona State's W.P. Carey School of Business opens his landmark study, "Do Stocks Outperform Treasury…
Passive in Name Only: Your Index Fund Just Made an AI Bet Without Asking You
Every allocator has a line item marked "passive equity" — the boring bucket that doesn't eat into the…
When the Machine Replaces the Market
Michael Green Tells Pierre Daillie and Adam Butler the Passive Bid Is No Longer a Background Feature. It…
Is the Biggest Investing Solution Becoming the Market's Biggest Problem?
Listen on The Move If markets no longer price value, then what's actually setting the price? Raise…
Inner Workings of Active Passive
by Brett Gustafson is an Associate Portfolio Manager, Purpose Investments It has been about three years since we…
The Passive Trap: How Index Investing Is Working Against Active Managers
Follow the Money: Why Capital Flowing Into Index Funds Is Quietly Undermining Active Fund Returns The Problem That…