Browsing Category
Multi-asset
10 posts
Tactical asset allocation update: September 2021
by Alessio De Longis, Invesco Canada Despite the weakening in global leading economic indicators, our framework still points…
Roaring Twenties, or Back to the Late Teens?
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Neuberger Berman This is a truly singular global…
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…
Raise Your Average Ep. 1 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…
Coronavirus and Portfolio Implications
by Michael Greenberg, CFA, CAIA, VP, Portfolio Manager, Franklin Templeton Investments Economic Impacts The economic impact of the…
Global Pension Funds: The Coming Storm
by Nicolas Rabener, CFA Institute. The Global Pension Funds Crisis Tens of thousands of Dutch workers took to…
US Corporate Cash Is Down: Should Investors Worry?
by Sharat Kotikalpudi Director, Quantitative Research, Multi-Asset, and Caglasu Altunkopru, Head, Macro-strategy, Multi-Asset, Alliance Bernstein The recent decline…
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…
Global Equities: Searching for Symptoms of Three Mounting Risks
by Sharon Fay, Head and CIO, Equities, and Christopher Hogbin, COO, Head of Equities, AllianceBernstein Global equities advanced…
Jeffrey Sherman: Is the bond market right?
Our in-depth conversation with Doubleline Capital's Jeffrey Sherman at the InsideETFs Canada conference, June 18-19, 2019. We discuss…
