Section
active investing
323 posts
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…
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...
Bullish Bears, Bearish Bulls: Picton, Wilson & Belski Weigh in
At Picton Mahoneyās Alternative Exchange1 event in mid-November 2024 (youāll have to register to watch it, and itās worth it), three of the industryās boldest voicesāDavid 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)āstepped 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 advisorsābut 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…
How to Mitigate Today's Market Risks and Uncertainty ā Larry Swedroe
Listen on The Move In this episode Pierre and Adam sit down with Larry Swedroe, well-known expert in…
The Great Rotation: Rethinking U.S. Market Concentration
In this episode we explore 'The Great Rotation,' a research series by Brian Chingono1, Head of Quant Research at Verdad23 (Part I | Part 2). The discussion focuses on the...
NBI's Martin Lefebvre: Q4 2024 - 2025 Economic and Market Outlook
Listen on The Move Navigating Economic Uncertainty: Insight from Martin Lefebvre In this episode of the Insight is…
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…
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 SeriesĀ 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: āIn times of crisis, all correlations go to 1ā
Mutiny Fundās Jason Buck likes to say, āI can show you a picture of a snake, but if I throw a snake in your lap, youāre gonna have a very different reaction.ā Itās a quote he loves, coined originally by Jason Zweig.
