Section
Asset Allocation
163 posts
NBI CIO Office March 2024: "Through the mist"
by Martin Lefebvre, CIO, & Team, National Bank Investments Copyright © National Bank Investments
Vanguard's Mario Cianfarani: 3 Challenges for 2024
Listen on The Move The episode with guest Mario Cianfarani, Head of Distribution at Vanguard Canada kicks off…
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…
