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active investing
280 posts
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. Itâs 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 â for both investors and the planet.
The Rodney Dangerfield Housing Market: No Respect
by Cole Smead, Smead Capital Management âI donât get no respect from anyone. Last week my house was…
The Transformation of Emerging Markets â Why an active approach is essential
Thereâs an exciting transformation taking place in the Emerging Markets â from Latin America and Asia to Central Europe and beyond. With more than 25 countries and over 85% of the worldâs population, emerging markets have become important drivers of global economic growth, considerably outpacing developed markets since 20001.
Clients Expect Advisors to Lead Them on Responsible Investment â Deborah Debas, Pasquale Posteraro, and Nicola Fritz
Full Version ï»ż Brief Version Listen to the brief version at Apple Podcasts Listen to the brief version…
Midyear Outlook: International markets benefiting from value shift
by Greg Fuss, portfolio manager, Andrew Suzman, equity portfolio manager, Lisa Thompson, equity portfolio manager, Capital International Asset…
2021 Active Management Outlook: Will the rebound continue?
by Jordan McCall, Conner Jensen, Russell Investments Is the active management rebound likely to continue? In a previous…
Remember Value Investing?
by Eli M. Salzmann, Portfolio Manager, and David Levine, Portfolio Manager, Neuberger Berman After being ignored for 13…
How COVID-19 Vaccines and Brexit Create the Trade of the 2020s
by Rob Arnott, Vitali Kalesnik , and Lillian Wu, Research Affiliates Key Points Around the globe, value is…
1 Solving The 60/40 Portfolio Puzzle with Meb Faber and Marc Dalpé
We're excited to bring you a new show, Raise Your Average, where we'll bring today's investment luminaries and…
Will Value Beat Growth in 2021?
by Jim Jomlin, Russell Investments Itâs coming. Is it here? Perhaps. Or maybe not. But sooner or later,…
Reminiscences of an eBay Operator
by Cole Smead, Smead Capital Management As our investors are aware, we relocated our company to Phoenix, AZ…
Humility Produces Alpha
by William Smead, Smead Capital Management 3Not only so, but we also glory in our sufferings, because we…
William Smead: Ethics in Stock Picking
by William Smead, Smead Capital Management A truly interesting contradiction is developing in stock markets around the world.…
The Rotation To Value Is Inevitable
by Lance Roberts, RIA Pro In late 1999, it was stated that âinvesting like Warren Buffett was the…
Reports of Value's Death May Be Greatly Exaggerated
by Rob Arnott, Campbell Harvey, Vitali Kalesnik, Juhani Linnainmaa, Research Affiliates An investment style can suffer a period…
