Section
Asset Allocation
178 posts
“Driving Blindfolded or Playing to Win?” — JPM and KKR See the Same Road, But Choose Different Gears
Markets climb a wall of worry.
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...
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,…
Strategic Asset Allocation 2025: A 3-to-5-Year Perspective of Markets
by George Smith, Portfolio Strategist, LPL Research As we move deeper into 2025, LPL Research's Strategic and Tactical…
Adam Turnquist: Updated Sector Views
by Adam Turnquist, Chief Technical Strategist, LPL Financial Equity markets are off to a solid start in 2025.…
Beyond 60/40: How the RGBM ETF Helps Investors Keep Their Core and Expand Returns
For decades, investors have faced a fundamental challenge: how to effectively diversify their portfolios without sacrificing returns. The…
