Section
Asset Allocation
181 posts
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, “not quite.”
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...
BMO’s 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,…
BMO’s 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, it’s simple:…
“Driving Blindfolded or Playing to Win?” — 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 — not reflexive “value” investors. That…
The World’s Shifting — Here's How Capital Group Thinks You Should Shift With It
“It feels a bit like the title of the Oscar-winning movie Everything Everywhere All at Once,” says Jody Jonsson, Vice Chair and Portfolio Manager at Capital Group
Sadiq Adatia’s Big Shift: Betting on What’s Been Left Behind
When you’re 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 Skies—But Keeps the Umbrella Handy
After a chaotic start to Q2, financial markets seem to be catching their breath—and so is the investment…
Diversification Reimagined: Building Resilient Portfolios with NEPC’s Playbook
In the investing world, diversification is often treated as a checkbox—something to do, but not deeply understood. Yet,…
When $9 Trillion Gets Cold Feet: Rupert Mitchell on the Great Unwind of America’s Market Dominance
“You’ve 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 “Navigate the Noise” 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…
Navigating Strategic and Tactical Investment Horizons: The Differences
LPL Research discusses the distinct nature of investment horizons and examines when and why strategic and tactical perspectives…
Unpacking 2025 with Fidelity’s Ilan Kolet
As markets charge into 2025, investors and advisors are grappling with a complex web of macroeconomic forces—policy uncertainty,…
