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active investing
256 posts
25 Mike Green: The Un-consensus on Today's Macro & Inflation
Michael Green, Chief Strategist at Simplify Asset Management joins Pierre Daillie and Adam Butler for a blockbuster of…
Picton Mahoney Q4 2021: Investment Review & Outlook – Opportunities Now, Inflation Debate Later
by David Picton and Team, Picton Mahoney Asset Management Overview Economies and markets seem to be transitioning from…
22 DoubleLine's Jeffrey Sherman on Where We Are and Where to Invest
Listen on The Move Jeffrey Sherman, Deputy CIO, DoubleLine Capital joins us for nearly 90 minutes on…
This is Not a 60/40 Environment
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Neuberger Berman The shift to a mid-cycle expansion…
16 Wade Guenther on An Innovative Approach to Investing in Gold
Watch in Youtube Listen to the Podcast on the go Listen at Google Podcasts Wade Guenther, Partner,…
GMO: There Are No Bad Assets… Just Bad Prices
by Asset Allocation Team, GMO Source: GMO, I/B/E/S. EPS forecasts are 2-year forecasts. In the first chart, EPS…
Full Speed Ahead: The Great Energy Transition
While the environmental and economic threats posed by climate change are immense, the investment opportunities being created in the search for renewable power are equally unprecedented. It’s become evident that the great transition from fossil fuels to renewable energy stands to be one of the most important developments of the new millennium – for both investors and the planet.
The Rodney Dangerfield Housing Market: No Respect
by Cole Smead, Smead Capital Management “I don’t get no respect from anyone. Last week my house was…
The Transformation of Emerging Markets – Why an active approach is essential
There’s an exciting transformation taking place in the Emerging Markets – from Latin America and Asia to Central Europe and beyond. With more than 25 countries and over 85% of the world’s population, emerging markets have become important drivers of global economic growth, considerably outpacing developed markets since 20001.
Clients Expect Advisors to Lead Them on Responsible Investment – Deborah Debas, Pasquale Posteraro, and Nicola Fritz
Full Version Brief Version Listen to the brief version at Apple Podcasts Listen to the brief version…
Midyear Outlook: International markets benefiting from value shift
by Greg Fuss, portfolio manager, Andrew Suzman, equity portfolio manager, Lisa Thompson, equity portfolio manager, Capital International Asset…
2021 Active Management Outlook: Will the rebound continue?
by Jordan McCall, Conner Jensen, Russell Investments Is the active management rebound likely to continue? In a previous…
Remember Value Investing?
by Eli M. Salzmann, Portfolio Manager, and David Levine, Portfolio Manager, Neuberger Berman After being ignored for 13…
How COVID-19 Vaccines and Brexit Create the Trade of the 2020s
by Rob Arnott, Vitali Kalesnik , and Lillian Wu, Research Affiliates Key Points Around the globe, value is…
1 Solving The 60/40 Portfolio Puzzle with Meb Faber and Marc Dalpé
We're excited to bring you a new show, Raise Your Average, where we'll bring today's investment luminaries and…
