Section
active investing
316 posts
We See Dead Stocks
by William Smead, Smead Capital Management Financial euphoria episodes are a common occurrence in investment markets and the…
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...
The Long-Term Yield Conundrum
Last Friday, the 10-year Treasury Note closed at a yield of 2.85%. That's up from 2.41% at the…
Ahmed Farooq: Rising Rates Call For Active Fixed Income Strategies
Ahmed Farooq, Vice President, ETF Business Development, Franklin Templeton Investments, sat down with us at the CETFA Mindpath…
The biggest loser: behavioural hints from tax-loss selling
Along with some early holiday shopping, astute investors also get busy in November by selling off the ‘dogs’…
Jurrien Timmer: Lessons from the Sixties
Stock/bond correlations have been steadily decreasing since peaking in 2015: What does it mean? Key takeaways • A…
Market Ethos: There is Value Out There
On January 1 of this year, the S&P 500 had just completed 2017 which enjoyed record operating earnings…
Value Investing Under Pressure and the Pressure to Go Passive
The investment sea change. Value is out, growth is in and passive keeps beating active. Financial thought leaders…
Value Investing Isn’t Dead Yet, Just Wounded
Value investing, which is often traced back to Ben Graham in the 1940s, is among the most influential…
Som Seif: Is value investing set to make a comeback?
Our conversation with Som Seif, President and CEO, Purpose Investments continues. In the context of the rotation and…
Som Seif: What are some baby-step alternative investing moves to start with?
Financial technology and innovation have made it possible for all investors to access alternative investment, with great transparency,…
October Exposed The Passive Problem
by Lance Roberts, Clarity Financial I have written about the “problem with passive” previously which mostly fell on…
Som Seif: What is Alternative Investing?
Recently we chatted with Som Seif, President and CEO, Purpose Investments, and in that conversation, instead of talking…
Road Not Taken
by Tony Scherrer, Smead Capital Management “Two roads diverged in a wood, and I— I took the one…
Style drift & the rise of the generalist
by Craig Basinger, Chris Kerlow, Shane Obata, Derek Benedet, Connected Wealth, Richardson GMP When starting in the investment…
The Efficiency Factor in Stock vs. Index Picking
by Charles Roth, Thornburg Investment Management If the efficient markets hypothesis is questionable at the stock level, it’s…
