Section
Asset Allocation
188 posts
This is Not a 60/40 Environment
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Neuberger Berman The shift to a mid-cycle expansion…
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...
Tactical asset allocation update: September 2021
by Alessio De Longis, Invesco Canada Despite the weakening in global leading economic indicators, our framework still points…
17 Matt Hougan on What Bitcoin Does to Portfolios
Watch this at Youtube Listen to the audio episode on the move Listen on Apple Podcasts Listen on…
16 Wade Guenther on An Innovative Approach to Investing in Gold
Watch in Youtube Listen to the Podcast on the go Listen at Google Podcasts Wade Guenther, Partner,…
Eric Crittenden on The Magic of All-Weather Investing (RYA Ep. 15)
Watch in Youtube Listen to the Podcast: Eric Crittenden, CIO, Standpoint Asset Management joins us to talk about…
Goldman Sachs: Is crypto the next asset class?
Goldman Sachs shares some thoughtful insights into whether or not cryptocurrencies, bitcoin and ether, are effective portfolio diversifiers,…
One hot economy, two burning questions on value and income
by Tony DeSpirito, BlackRock Fundamental Active Equity Investment Team, and Michael Fredericks, Head of Income Investing for BlackRock…
How Much Time Do You Spend on Portfolio Construction?
April 15, 2021 Financial advisors have an incredibly tough job to do. They need to excel at gathering…
In times of crisis, is cash king?
by Will Collins, Russell Investments Clichés are just sayings that become true We’ve all heard the clichés:The best…
The Beginning of the End of an Era in Bonds
by David Stonehouse, MBA, CFA®, AGF Management Ltd. In 1982, Pierre Trudeau was Prime Minister of Canada. M*A*S*H…
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…
