Section
active investing
316 posts
Two Plus Two Still Equals Four
by William Smead, Smead Capital Management Dear fellow investors, We are contrarians and oddly crave the moments when…
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...
Global value stocks—The compelling case at midyear
by Christian Correa, CFA, Chief Investment Officer, Franklin Mutual Series, Franklin Templeton Investments There are reasons for optimism…
Is small cap exposure still a good idea? Asking for a friend …
by Jordan McCall, Russell Investments Executive summary: U.S. small cap stocks have struggled significantly in the past decade…
Brooke Thackray: Seasonal Rotation – Time to rotate?
Listen on The Move This episode features the discussion between Pierre Daillie, Managing Editor at AdvisorAnalyst.com, and…
Enhancing Portfolio Returns With Futures Carry Strategies
An Executive Summary for Investors and Investment Professionals by Adam Butler, CFA, CIO, ReSolve Asset Management Table of…
A stock picker’s look beyond AI
by Carrie King, CIO of U.S. and Developed Markets, BlackRock Fundamental Equities Artificial intelligence (AI) and its unparalleled…
Tobias Carlisle: Value Investing - Simple, Not Easy
Listen on The Move In this conversation, Mike and Pierre talk to Tobias Carlisle, Managing Principal and Chief…
Aubrey Basdeo: More Coupon, Less Duration
Listen on The Move In this episode, our conversation with Aubrey Basdeo, Head of Fixed Income at…
Will the Growth of Indexing Lead to Its Downfall?
by Jeremy Schwartz, CFA, Global Chief Investment Officer, Associate Director, Research, and Joseph Attia, PhD, WisdomTree The financial…
MFS' Robert Almeida: A Different Paradigm
by Robert M. Almeida, Global Investment Strategist, MFS Investment Management As the world shifts away from one of…
AGF Investments Launches Additional ETF Series
Offerings provide investors with access to alternatives, active fixed income, and U.S. small-mid cap equities in a mutual…
Indexing Dilutes Capitalism
by Robert M. Almeida, Global Investment Strategist, MFS Investment Management Rob Almeida examines how indexation has amplified the…
Nobody Controls Risk in an Index
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. There has been much chatter over the past couple…
Active management insights: To tech and beyond?
by Gabriel Sauma, Russell Investments Executive summary: Investors experienced a shift in global risk sentiment during Q4, marked…
Shareholder Yield Shines among Value Factors
by Matt Wagner, CFA, Associate Director, Research, WisdomTree WisdomTree pioneered fundamental weighting as a novel approach to rules-based…
