Section
active investing
316 posts
Stock market outlook: It’s time for diversification
by Jared Franz, Lawrence Kymisis, Diana Wagner, Capital Group KEY TAKEAWAYS A corporate earnings rebound could boost stocks…
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...
Get (real) assets
by Christian Correa, Chief Investment Officer, Franklin Mutual Series Mutual Series sees an increasing number of investment opportunities…
Commodities in 2024: An Opportunity for Growth
by Frank Holmes, CEO, CIO, U.S. Global Investors Goldman Sachs says it’s time to go long commodities. In…
Mega-Cap Dominance and Sector-Specific Recovery: What to watch (Paul Kornfeld, SIACharts)
Paul Kornfeld, President at SIACharts joins us for an comprehensive update featuring SIACharts' insights. Listen on The Move…
5 megatrends reshaping markets
by Fidelity Viewpoints Key takeaways Global markets and economies have been undergoing several concurrent major shifts, or regime…
BofA Flow Show: Debt Stop Noise
by Michael Hartnett, Chief Investment Strategist, BofA Securities Copyright © BofA Securities
Why hiring a skilled active manager is critical during today's highly concentrated stock market
by Nick Haupt, CFA, Russell Investments Executive summary: Today's U.S. equity market is highly concentrated, with seven stocks…
Rotation to Duration: Seeking a More Resilient Portfolio
by Rick Rieder, Chief Investment Officer of Global Fixed Income, BlackRock Key takeaways The potential for a Fed…
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…
