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active investing
279 posts
38 Eric Balchunas – The Bogle Effect
Listen on The Move Eric Balchunas, Bloomberg's Senior ETF Analyst joins us for a conversation about his journey…
Kim Shannon: The Return of Value, Inflation, & Canadian Equities
Listen on The Move Kim Shannon, Founder & Co-CIO, Sionna Investment Managers, joins us on Raise Your…
Peak inflation and value stocks
by Fidelity Viewpoints Here are 3 reasons why inflation may soon slow—and value stocks could shine. Key takeaways…
Kim Shannon: Inflation, Value Investing & Canada Now
Kim Shannon, CFA, Founder & Co-CIO, Sionna Investment Managers joined us for deep dive of a fireside chat…
Outlook 2022: Polar Opposites
by William Smead, Smead Capital There are three pillars of investing for us at Smead Capital Management. First,…
Can Fed tightening reverse the runaway inflation in 'excess elites?'
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Pulling The Punch Bowl
by William Smead, Smead Capital Management Dear fellow investors, Overall common stock index performance can be a very…
26 Michael Green: The Inelastic Market Hypothesis (Explains the Market's Volatility)
Michael Green, Chief Strategist at Simplify Asset Management joins Pierre Daillie and Adam Butler for a revealing conversation…
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.
