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active investing
279 posts
Rotation to Duration: Seeking a More Resilient Portfolio
by Rick Rieder, Chief Investment Officer of Global Fixed Income, BlackRock Key takeaways The potential for a Fed…
June 20, 2023
Deep, Wide Moats & The Art of Investing in Unwanted Assets
Listen on The Move Cole Smead, CEO & Portfolio Manager at Smead Capital Management joins us for a…
May 23, 2023
Learnings from Earnings: Macro Crosscurrents Make Growth Elusive
by James T. Tierney, Jr., Chief Investment Officer—Concentrated US Growth, & Dev Chakrabarti| Chief Investment Officer—Concentrated Global Growth,…
May 18, 2023
Good Odds and Odd Goods
by Cole Smead, Smead Capital Management Dear fellow investors, My father and I both attended a small liberal…
May 16, 2023
2023 active management outlook: Why we believe active is attractive
by Conner Jensen, Nathan Schwartz, Russell Investments Executive summary: We believe fixed income markets present fundamental advantages that…
April 27, 2023
A New ‘Impossible Trilemma’?
by Niall O’Sullivan, Chief Investment Officer, Multi Asset Strategies – EMEA, Neuberger Berman Can we lower government debt,…
April 10, 2023
MFS' Nicholas Paul: The Case for Global Small- and Mid-Cap Stocks
Nicolas J. Paul, CFA, Equity Portfolio Manager & Institutional Portfolio Manager at MFS Investment, highlights the compelling case…
March 20, 2023
Savita Subramanian: "Buy Deprivation, Sell Overbuild"
In her latest note, BofA's Savita Subramanian points out that some of the cash-starved sectors of the past…
February 26, 2023
A Sharp Rebuke
by Cole Smead, Smead Capital Management Dear fellow investors, We are closing in on what we think may…
January 31, 2023
Passive Value Investors are Not Value Investors
by Michael Lebowitz, 720 Global Research Investment management can be silly, just like the title of this article.…
January 26, 2023
Price-to-Fantasy Ratio: Self-Deception with Forward Operating Earnings
by Chris Brightman, and Robert Arnott, Research Affiliates A common error of earnings1 aggregation from stocks to the…
January 10, 2023
4 reasons health care could lead the next bull market
by Christopher Lee, Investment Analyst, U.S. Pharmaceuticals and Biotechnology, and Diana Wagner, Equity Portfolio Manager, Capital Group Amid…
August 28, 2022
Active management outlook: Skilled stock pickers separate themselves in periods of heightened volatility
by Conner Jensen, Jordan McCall, Ivanna Maxwell, Russell Investments Is the outlook for active management still favorable? In…
August 24, 2022
David Burrows Discusses Leadership Themes, What The Market Data Is Telling Us, And Asks: Is This A Rally Within An Ongoing Bear Market, Or The Early Days Of A New Bull Market?
David Burrows, President and Chief Strategist at Barometer Capital Management presents his "Barometer Reading" on financial markets, the…
August 18, 2022
Does Seasonal Rotation Work?
Brooke Thackray, Research Analyst, Horizons ETFs Management, and Kim Inglis, Portfolio Manager at Raymond James Canada join us…
May 25, 2022