Section
active investing
349 posts
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…
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.
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…
The Race to Zero Is Losing Ground
What the ETF industry's structural shift means for advisors and investors
The Moat Hunters: Why AI Disruption Is a Stock-Picker's Market, Not a Bargain Bin
Kai Wu of Sparkline Capital argues the software selloff isn't a value opportunity — it's a sorting problem.
Canadian ETF Market Hits Record Pace as Equity Demand Dominates 2026 Flows
BMO GAM's Hilly Cutler on where investors are moving money, why fees have never mattered more, and the sector surprises defining this year's performance
Paul Tudor Jones on AI Risk, Market Bubbles, and the Lessons of a Fifty-Year Career
When OSAM's Patrick O'Shaughnessy, host of Invest Like The Best, sits down with legendary investor Paul Tudor Jones,…
How One Stock Picker Makes Concentration Work in His Favour
Guardian Capital LP's Sam Baldwin ignores the TSX playbook to find Canada’s “coiled spring” stocks—building concentrated, index-agnostic portfolios around valuation asymmetry, quality, and patience to capture returns others miss.
Compounding Opportunity: Bonds, Bifurcation, and Alpha in a Fragmented World
Here’s the thing about PIMCO’s Compounding Opportunity1: it doesn’t read like just another market outlook. It reads like…
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.
Bulls vs. Bears: How BMO GAM Weighs Opposing Signals
As summer gives way to fall, uncertainty is once again the main theme investors can’t ignore. Trade fights,…
Invest Or Index – 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.