Section
Asset Allocation
169 posts
On 60/40
by David Wolf, Portfolio Co-manager, Fidelity Investments Canada Key Takeaways Inflation shocks are a risk to the success…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Market Timing with Value
by Corey Hoffstein, Newfound Research Cliff Asness, Antti Ilmanen, and Thomas Maloney of AQR are out with a…
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…
Three Asset Classes to Watch in 2017
by Blaine Rollins, 361 Capital 2016 was a rather boring year for the markets. That is until the…
Market Perspective: A Perfect Mix?
by Liz Ann Sonders, Brad Sorensen, and Jeffrey Kleintop, Charles Schwab and Company, Inc. Key Points The conditions…
World’s Largest Institutional Investors Expecting More Asset Allocation Changes Over Next Two Years Than In The Past
by Fidelity Canada InstitutionalSM With More Asset Allocation Changes Expected Globally, Institutional Investors May Find Value in Examining…
True Diversification
To mark the appearance of our latest Asset Allocation Committee Quarterly Outlook, we invited Global Head of Quantitative…
Is Equal Weighting Beneficial For Asset Allocation?
by James Picerno, The Capital Spectator Equal weighting has an encouraging record as a design choice for earning…
Allocation Efficiency
by Roger Nusbaum, AdvisorShares ETF Strategist Last week, Bloomberg TV had an interesting segment on increasing correlations in…
How to Identify True Diversifiers: Managing Your Future
by Clifford Stanton, 361 Capital The Oracle of Omaha once said “Diversification is protection against ignorance; it makes…
Diversify at Your Own Risk
Michael Lebowitz, CFA, Clarity Financial In “What Me Worry” we noted that the closely watched equity volatility index…
Diversified investing: Standing still is not an option
by Jeffrey L. Knight, Global Head of Investment Solutions and Co-Head of Global Asset Allocation, Columbia Threadneedle Investments…
Has Investment Diversification Alone Had its Day?
Has Investment Diversification Alone Had its Day? by Glenn Dial, Allianz Global Investors The idea that investment diversification…
Misconceptions About Diversification
Misconceptions About Diversification by Ben Carlson, A Wealth of Common Sense “Here is part of the tradeoff with…
Three Reasons Why Now is Not the Time to Retreat from Global Diversification
Three Reasons Why Now is Not the Time to Retreat from Global Diversification by Jeffrey Kleintop, Senior Vice…
