Section
active investing
345 posts
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 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.
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.
Making Sense of Low-Volatility Investing in Today’s Market
For over fifty years, the so-called “low-volatility anomaly” has quietly challenged a core belief in investing: that more…
Uncovering Coiled Springs: Why Guardian’s Sam Baldwin Thinks Canadian Equities Are Ready to Pop
With U.S. mega-cap tech dominating headlines and hogging investor attention, it’s easy to forget there’s a whole world…
We’re 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 Jenga—top-heavy,…