Browsing Category
Asset Allocation
90 posts
In times of crisis, is cash king?
by Will Collins, Russell Investments Clichés are just sayings that become true We’ve all heard the clichés:The best…
The Beginning of the End of an Era in Bonds
by David Stonehouse, MBA, CFA®, AGF Management Ltd. In 1982, Pierre Trudeau was Prime Minister of Canada. M*A*S*H…
National Bank Investments - Asset Allocation Strategy - April 2021
by Martin Lefebvre, CIO, and Team, National Bank Investments National Bank Investments' Asset Allocation StrategyApril 2021 Highlights –…
How COVID-19 Vaccines and Brexit Create the Trade of the 2020s
by Rob Arnott, Vitali Kalesnik , and Lillian Wu, Research Affiliates Key Points Around the globe, value is…
Raise Your Average Ep. 1 Meb Faber and Marc Dalpé
We're excited to bring you a new show, Raise Your Average, where we'll bring today's investment luminaries and…
Ep. 48 Adam Butler, Resolve Asset Management
Risk Parity is the answer. What was the question? Adam and Pierre focus their discussion on diversification…
A Merry 2019... And a Happy New Year?
by CIO Office, National Bank Investments HIGHLIGHTS • Many investors were in low spirits at this time last…
GMO's Ben Inker: "Shades of 2000"
by Ben Inker, Head of Asset Allocation, GMO GMO Quarterly Letter | 3Q 2019 Executive Summary The years…
Can the bond rally continue?
Probably not at this year's rapid pace. But there should be pockets of opportunity. by Chris Pariseault, CFA,…
Quarterly Review: All We Have To Fear...
Global equities squeaked out a return in the quarter, but it was a bumpy ride for investors worried…
Real assets, real opportunity
by Oliver Field, Russell Investments That new apartment complex across the street. The toll bridge you used to…
Stephen Dover: How to Prepare Protfolios for the End of the Cycle
by Stephen Dover, Executive Vice President, Head of Equities, Franklin Templeton Investments As the US economic cycle continues…
Asset Allocation – Just ain’t as good as it used to be (Part 1)
by Craig Basinger, Chris Kerlow, Shane Obata, Derek Benedet, Connected Wealth, RichardsonGMP For decades, the foundational bedrock of…
Som Seif: What is Alternative Investing?
Recently we chatted with Som Seif, President and CEO, Purpose Investments, and in that conversation, instead of talking…
Som Seif: Rising Yields, Valuations, Rotation – What's the next move for investors?
We recently chatted with Som Seif, President and CEO, Purpose Investments about how the pullback in markets is…
