Section
Asset Allocation
188 posts
How to Mitigate Today's Market Risks and Uncertainty – Larry Swedroe
Listen on The Move In this episode Pierre and Adam sit down with Larry Swedroe, well-known expert in…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
The Great Rotation: Rethinking U.S. Market Concentration
In this episode we explore 'The Great Rotation,' a research series by Brian Chingono1, Head of Quant Research at Verdad23 (Part I | Part 2). The discussion focuses on the...
Fidelity's Ilan Kolet: Investing for Soft and Hard Landings into 2025. How?
Listen on The Move The Fed's Bold Moves and Canada's Economic Divergence: Insights from Ilan Kolet Pierre…
NBI's Martin Lefebvre: Q4 2024 - 2025 Economic and Market Outlook
Listen on The Move Navigating Economic Uncertainty: Insight from Martin Lefebvre In this episode of the Insight is…
A Second Opinion Is Just What the Doctor Ordered
by Ben Inker, Head of Asset Allocation, GMO LLC A valuation-aware, dynamic approach to strategic allocation Asset Allocation…
Anatomy of a Recession Update: Economy’s health holds steady
by Jeffrey Schulze, CFA, Head of Economic and Market Strategy, ClearBridge Investments Jeff Schulze of ClearBridge Investments joins…
Mutiny's Jason Buck on Taming Market Risk: Defense? How? Why Now?
Taming Market Risk: Defense? How? Why Now?(59:56) Listen on The Move In this episode of Insight is Capital,…
Russell Investments: 2024 Strategic positioning update
by Russell Investments Strategic Asset Allocation Team Executive summary: The current macroeconomic backdrop mandates prudent portfolio management amid…
WHY?
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Financial literacy is predicated on asking the question, “Why?”…
Are stock-bond diversification benefits about to return?
by Anthony Wu, CFA, Portfolio Manager, SLGI Asset Management, Inc. Diversification is one of the key foundations of…
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…
