Browsing Category
Asset Allocation
151 posts
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…
October 31, 2018
Hougan and Nadig: "Expense is the New Alpha"
We chatted with Matt Hougan, Chairman, Inside ETFs (former CEO, ETF.com) and Dave Nadig, Managing Director, ETF.com at…
July 19, 2018
Hougan and Nadig: ETFs in Canada are at a Tipping Point
We chatted with Matt Hougan, Chairman, Inside ETFs (former CEO, ETF.com) and Dave Nadig, Managing Director, ETF.com at…
July 10, 2018
Multi-Asset Class Strategies: How Do I Use Thee? Let Me Count The Ways
by Peter Chiappinelli, Multi-Asset, Asset Allocation Team, GMO Executive Summary Not too long ago, investors, consultants, and advisors…
June 29, 2018
Four Reasons Why It’s Time to Get Real About Inflation
by Vinod Chathlani, Brian Resnick, Karen Watkin, AllianceBernstein With the global economy moving into its late-cycle stages, we…
June 27, 2018
Diversification Can’t Cure Overvaluation Disease
by Peter Cook, via Clarity Financial Main Ideas: A traditional portfolio of stocks and bonds (i.e., what almost…
December 20, 2017
Tactical, But When?
by Corey Hoffstein, Newfound Research Summary We’re often asked, “is now a good time to implement tactical strategies?”…
October 19, 2017
Chinks in the Armor and Its Implications for Asset Allocation
by Bryce Coward, CFA, Knowledge Leaders Capital Indicators of market breadth are often useful in confirming or telegraphing…
October 3, 2017
Can We Improve Sector Rotation?
Can We Improve Sector Rotation? by Corey Hoffstein, Newfound Research Momentum-based sector rotation is a popular investment strategy.…
May 22, 2017
Get Comfortable with Being Uncomfortable, Part 2: Maximum Diversification
by Adam Butler, CEO Resolve Asset Management This is the second of a three-part series we’re affectionately calling…
May 19, 2017
Interview with MIT's Andrew Lo (Masters in Business)
Interview with Andrew Lo (Masters in Business) Bloomberg View columnist Barry Ritholtz interviews Andrew Lo, director of the…
April 29, 2017
Missing Both the Best AND Worst Periods Improves Performance
by Adam Butler, Resolve Asset ManagementThe buy-and-hold crowd, including many mutual fund companies and a large cross-section of…
March 8, 2017
On 60/40
by David Wolf, Portfolio Co-manager, Fidelity Investments Canada Key Takeaways Inflation shocks are a risk to the success…
February 21, 2017
Market Timing with Value
by Corey Hoffstein, Newfound Research Cliff Asness, Antti Ilmanen, and Thomas Maloney of AQR are out with a…
February 6, 2017
Asset Allocation is Not for the Faint of Heart (Long Live Diversification)
by Adam Butler, Resolve Asset Management I’m starting to feel like a rancourous curmudgeon, but I am frustrated by…
January 23, 2017