Section
Multi-asset
68 posts
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…
May 31, 2021
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...
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…
February 21, 2021
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…
February 2, 2021
Coronavirus and Portfolio Implications
by Michael Greenberg, CFA, CAIA, VP, Portfolio Manager, Franklin Templeton Investments Economic Impacts The economic impact of the…
February 28, 2020
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…
July 25, 2019
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…
July 21, 2019
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…
July 12, 2019
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…
July 3, 2019