Section
active investing
334 posts
Buffett Steps Back, His Insights Remain
by Jeremy Schwartz, CFA, Global Chief Investment Officer, WisdomTree™ Key Takeaways At his 60th Berkshire Hathaway annual meeting,…
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...
Navigating Uncertainty with Discipline: Black Creekâs Heather Peirce on Markets, Risk and Resilience
In her latest market update on the Capital Insights1Â podcast, Heather Peirce, Portfolio Manager & Managing Director at Black…
Capital Group's Carl Kawaja on Policy Risk, Flexibility, Focus, and Finding Tomorrowâs Gold
In a rapidly shifting global landscape, investors are faced with an unrelenting challenge: how to distinguish true opportunity…
Riding the Edge of Chaos: Why Advisors Must Embrace the New Era of Diversification
Thereâs an old saying in investing: past performance is no guarantee of future results. Itâs a phrase so…
Rebuilding resilience in 60/40 portfolios
by Jeffrey Rosenberg, Managing Director, & Team Systematic Fixed Income, BlackRock Key points Heightened fiscal, trade, and policy…
Crowded Trades & The Passive Investing Paradox
The most dangerous investments are the ones everyone believes are safe. Today, the largest passive funds in the…
Unpacking 2025 with Fidelityâs Ilan Kolet
As markets charge into 2025, investors and advisors are grappling with a complex web of macroeconomic forcesâpolicy uncertainty,…
Mitigating Market Risks and Uncertainty: The Larry Swedroe Playbook
At a time when the financial world is inundated with forecasts, opinions, and overconfidence, Larry Swedroe stands as…
Vision 2025: Will Danoff on Markets, AI, and the Relentless Pursuit of Alpha
by Pierre Daillie, Managing Editor, AdvisorAnalyst.com Will Danoff doesnât do complacency. The legendary Fidelity portfolio manager has spent…
Vision 2025: Lessons from Fidelityâs Heavyweights
by Pierre Daillie, Managing Editor, AdvisorAnalyst.com The art of capital allocation is an unforgiving pursuit, where mistakes are…
Pressing Investment Questions into 2025 with Ilan Kolet
Listen on The Move Market uncertainty, rate cuts, U.S. exceptionalism, and a potential Canadian dollar shockâare we…
Portfolio Rebalancing And Valuations. Two Risks We Are Watching.
by Lance Roberts, RIA While analysts are currently very optimistic about the market, the combined risk of high…
Bullish Bears, Bearish Bulls: Picton, Wilson & Belski Weigh in
At Picton Mahoneyâs Alternative Exchange1 event in mid-November 2024 (youâll have to register to watch it, and itâs worth it), three of the industryâs boldest voicesâDavid Picton (CEO at Picton Mahoney Asset Management), Mike Wilson ( Chief U.S. Equity Strategist & CIO at JPMorgan), and Brian Belski (Chief Investment Strategist & Leader of the Investment Strategy Group at BMO)âstepped onto the stage.
Economic outlook: Global growth dependent on a resilient U.S.
by Rob Lovelace, Jared Franz, John Queen, Capital Group KEY TAKEAWAYS U.S. economy is benefiting from a strong…
Canadians love their advisorsâbut Gen Z and Millenials are shaking things up
Listen on The Move In this episode Mario Cianfarani, Head of Distribution at Vanguard Investments Canada joins us…
