Section
active investing
320 posts
Value Equities: Is the Long, Dark Winter Ending?
by James MacGregor, Cem Inal, Shri Singhvi, AllianceBernstein Value investing has always been about challenging the consensusābut never…
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...
Charles Ellis: In Defense of Active Investing
by Charles D. Ellis, CFA, Chairman, Whitehead Institute, via CFA Institute This post was originally published on June…
David Giroux: 31% of S&P 500 Companies Face Growing Secular Risks, 36% Face Growing Secular Earnings Growth Risk
5-star manager David Giroux explains why more companies' businesses are at risk. How concerned are you about stock…
Kass āĀ You should listen closely to the "Oracle of Boston"
by Doug Kass, Seabreeze Partners Management Civilization is hideously fragile . . . thereās not much between us…
We See Dead Stocks
by William Smead, Smead Capital Management Financial euphoria episodes are a common occurrence in investment markets and the…
The Long-Term Yield Conundrum
Last Friday, the 10-year Treasury Note closed at a yield of 2.85%.Ā 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 ādogsā…
Jurrien Timmer: Lessons from the Sixties
Stock/bond correlations have been steadily decreasing since peaking in 2015: What does it mean? Key takeaways ā¢ 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 Isnāt 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 āproblem with passiveā previously which mostly fell on…
