Asset Allocation

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…

1 Solving The 60/40 Portfolio Puzzle with 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…