active investing

U.S. markets today are extremely concentrated. What does this mean for active management?

by Alexander Baker & Jonathan Woo, Russell Investments Executive summary: Market concentration in the U.S. is the highest…

Navigating Volatility: The Case for Tactical Alpha

In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...

Starting Points Matter: Why International Equities Might Be Worth a Second Look

by Nicholas Paul, CFA, Equity Portfolio Manager, MFS Investment Management Key takeaways Coming out of the global financial…

Quality small caps can offer a smoother climb

by Steven Raineri, Lead Portfolio Manager, Franklin Mutual Series Small-cap stocks took a rollercoaster ride this summer, but…

When Smart Money is Wrong

by William Smead, CIO, Smead Capital Management Dear fellow investors, We learned a long time ago that we…

Be prepared: Have your portfolio playbook ready

by Derek Benedet, Portfolio Manager, Purpose Investments, Richardson Wealth Summary: In this Ethos, we share a bit of…

Why Tobacco, Utilities, and Real Estate Are Surpassing Tech in 2024

An examination of market trends and dynamics across the global equity markets. by Ross Cartwright, Lead Strategist, Investment…

The Passive Investing Paradox: Opportunities vs. Systemic Risks

The 2008 financial crisis is a prime example of how solutions implemented in the past can lead to significant problems in the future. This crisis was rooted in a series

Taming Volatile Markets: “In times of crisis, all correlations go to 1”

Mutiny Fund’s Jason Buck likes to say, “I can show you a picture of a snake, but if I throw a snake in your lap, you’re gonna have a very different reaction.” It’s a quote he loves, coined originally by Jason Zweig.