Section
Asset Allocation
183 posts
The 4th Turning of Markets: Darius Dale on Inflation, Debt & Investing in 2025
What if everything you thought you knew about the Fed, fiscal policy, and recession playbooks is already obsolete? In this episode, Darius Dale reveals why the U.S. economy has entered âParadigm Câ â a regime of fiscal dominance, deregulation, and coordinated support â and what it means for portfolios, the Fed, and your financial future.
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...
Bitcoin Allocation 10â40%? Ric Edelmanâs Shocking Investment Thesis
Listen on The Move What if the riskiest move in your portfolio isnât owning cryptoâbut ignoring it? In…
False Comforts, Real Consequences: Rethinking Growth, Gold, and Gut-Punch Volatility
I used to believe in stimulus. Government steps in, writes some checks, growth rebounds, the crowd cheers. Textbook stuff. Until I read Rob Arnott, Alex Pickard, Henry Neville, Michael Mauboussin and Dan Callahan all say, in their own careful ways, ânot quite.â
BMOâs Q3 Strategy Shift: Why Diversification Is No Longer Optional
On a recent latest Views from the Desk1 episode, Michelle Allen of BMO ETFs welcomed back Bipan Rai,…
BMOâs Q3 2025 Playbook: Lean Into the Rally, But Keep One Eye on the Risks
If BMO Global Asset Management has one mantra heading into the back half of the year, itâs simple:…
âDriving Blindfolded or Playing to Win?â â JPM and KKR See the Same Road, But Choose Different Gears
Markets climb a wall of worry.
Value: That Was Then, This is Now
by Asset Allocation Team, GMO LLC At GMO, we are valuation-sensitive investors â not reflexive âvalueâ investors. That…
The Worldâs Shifting â Here's How Capital Group Thinks You Should Shift With It
âIt feels a bit like the title of the Oscar-winning movie Everything Everywhere All at Once,â says Jody Jonsson, Vice Chair and Portfolio Manager at Capital Group
Sadiq Adatiaâs Big Shift: Betting on Whatâs Been Left Behind
When youâre the Chief Investment Officer overseeing $75 billion in assets, every move matters. Sadiq Adatia of BMO…
The Fog Is Lifting: National Bank Investments' CIO Spots Brighter SkiesâBut Keeps the Umbrella Handy
After a chaotic start to Q2, financial markets seem to be catching their breathâand so is the investment…
Diversification Reimagined: Building Resilient Portfolios with NEPCâs Playbook
In the investing world, diversification is often treated as a checkboxâsomething to do, but not deeply understood. Yet,…
When $9 Trillion Gets Cold Feet: Rupert Mitchell on the Great Unwind of Americaâs Market Dominance
âYouâve got $9 trillion worth of European pension money sitting in US equities⌠try parking a trillion dollars…
Diversification vs. the Siren's Song
by Richard Bernstein, Richard Bernstein Advisors 25 years ago I wrote a book called âNavigate the Noiseâ that…
Elbows Up: Fidelity's Strategic Pivot Amid US Policy Uncertainty | Ilan Kolet on Global Outlook
Listen on The Move Summary In this timely episode of Insight is Capital, Pierre sits…
Denise Chisholm: Extreme Moves, Rare Signals & What's Next?
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Markets are built on uncertainty, but some weeks…
