Section
active investing
322 posts
"Dear Chairman"
by Cole Smead, Smead Capital Management Dear fellow investors, As the investors of Smead Capital Management know, we…
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...
Searching for Bargains Among High-Quality Retailers
by Will Keenan & William Smead, Smead Capital Management Dear fellow investors, At Smead Capital Management, our low…
Opportunities in US Growth
by Laura Granger, CFA, Institutional Portfolio Manager & George Fontaine, CFA, Senior IPM Research Associate, MFS Investment Management…
Does value matter anymore?
by Richard Bernstein, Richard Bernstein Advisors Valuation is the core of every economic transaction, yet equity investors seem…
Efficient Frontier Shifts Right
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Remember the days when stocks and bonds moved more…
National Bank's Daniel Straus: Extraordinary ETF Insights & Outlook
Listen on The Move In this episode of 'Insight is Capital', host Pierre Daillie sits down with…
Two Plus Two Still Equals Four
by William Smead, Smead Capital Management Dear fellow investors, We are contrarians and oddly crave the moments when…
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…
