Section
active investing
308 posts
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…
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,…
Good Odds and Odd Goods
by Cole Smead, Smead Capital Management Dear fellow investors, My father and I both attended a small liberal…
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…
A New ‘Impossible Trilemma’?
by Niall O’Sullivan, Chief Investment Officer, Multi Asset Strategies – EMEA, Neuberger Berman Can we lower government debt,…
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…
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…
A Sharp Rebuke
by Cole Smead, Smead Capital Management Dear fellow investors, We are closing in on what we think may…
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.…
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…
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…
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…
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…
Does Seasonal Rotation Work?
Brooke Thackray, Research Analyst, Horizons ETFs Management, and Kim Inglis, Portfolio Manager at Raymond James Canada join us…
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…
