Section
active investing
340 posts
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…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
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,…
When Passive Investing Becomes the Market’s 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: PICTON’s Playbook for a Market Built on Hope
“We don’t think it’s a bull market... we think it’s very prudent to focus on much better diversification within portfolios.” — David Picton, President & CEO, PICTON Investments
The World’s Shifting — Here's How Capital Group Thinks You Should Shift With It
“It feels a bit like the title of the Oscar-winning movie Everything Everywhere All at Once,” 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 NEPC’s Playbook
In the investing world, diversification is often treated as a checkbox—something to do, but not deeply understood. Yet,…