Section
active investing
320 posts
Outlook 2022: Polar Opposites
by William Smead, Smead Capital There are three pillars of investing for us at Smead Capital Management. First,…
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...
Can Fed tightening reverse the runaway inflation in 'excess elites?'
Copyright © Société Générale
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 â 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 OfficerâMulti-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. 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…
