Section
Asset Allocation
161 posts
Howard Marks' Memo: Easy Money
by Howard Marks, Vice-Chairman, Oaktree Capital The backstory: I began writing these memos in 1990 and continued to…
Three market surprises of 2023 & what we’re watching entering 2024
by Tom Becker, Portfolio Manager, Global Tactical Asset Allocation Team, BlackRock Markets in 2023 kept investors on the…
Stock market outlook: It’s time for diversification
by Jared Franz, Lawrence Kymisis, Diana Wagner, Capital Group KEY TAKEAWAYS A corporate earnings rebound could boost stocks…
Michael Robbins: Ever seen a bad backtest?
Listen on The Move Join us for this insight-rich conversation with Michael Robbins, a distinguished figure in quantitative…
NBI CIO Office: Fall Colours
by Martin Lefebvre, CIO, & Team, National Bank Investments Copyright © National Bank Investments
Geopolitical Shocks and Portfolio Construction
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Multi Asset Strategies – EMEA, Neuberger Berman Investors…
NBI's Terry Dimock: Governance in Portfolio Management Through Several Angles
Listen on The Move Terry Dimock, Chief Risk & Execution Officer, at National Bank Investments is our guest.…
NBI CIO Office: Soft Landing Secured?
by Martin Lefebvre, CIO, & Team, National Bank Investments Copyright © National Bank Investments
NBI CIO Office Sept 2023 – Asset Allocation Strategy – Careful considerations
by Martin Lefebvre, CIO, & Team, National Bank Investments Copyright © National Bank Investments
NBI CIO Office: Asset Allocation Strategy – Under the midday sun
by Martin Lefebvre, CIO, & Team, National Bank Investments Copyright © National Bank Investments
MFS Long Term Capital Market Expectations - Canada Edition
by Robert M. Almeida, Jr., Global Investment Strategist, and Portfolio Manager & Team, MFS Investment Management Copyright ©…
Three themes shaping asset allocation in H2 2023
by Nathan W. Thooft, CFA, Chief Investment Officer, Senior Portfolio Manager, Multi-Asset Solutions Team, Manulife Investment Management From…
Private Assets & The High Net Worth Attraction
Listen on The Move In this episode, BMO Global Asset Management's Jeffrey Shell and Lillian Ferndriger join us…
Achieving client goals with greater certainty: The 40/30/30 approach to investing
In this episode, Robert Wilson, Senior Vice President, and Head of Portfolio Construction Consultation Service at Picton Mahoney…
Tactics and Strategy
by Niall O’Sullivan, Chief Investment Officer, Multi Asset Strategies – EMEA, & Robert Surgent, Senior Portfolio Manager, Neuberger…
