Section
Strategy
2434 posts
Steve Hawkins Returns: Innovation and the Future of ETFs
Listen on The Move In this episode, Pierre Daillie catches up with Steve Hawkins, CEO of LongPoint Asset…
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...
Does value matter anymore?
by Richard Bernstein, Richard Bernstein Advisors Valuation is the core of every economic transaction, yet equity investors seem…
Profits and Persistence The Secret to Investing for Long-Term Growth
by John H. Fogarty, CFA, Co-Chief Investment OfficerāUS Growth Equities, Vincent Dupont, CFA| Director of ResearchāUS Growth Equities,…
Alternative Allocations: The growth and evolution of alternative investments
by Tony Davidow, CIMAĀ®, Senior Alternatives Investment Strategist, Franklin Templeton Institute Franklin Templeton Instituteās Tony Davidow sits down…
Efficient Frontier Shifts Right
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Remember the days when stocks and bonds moved more…
National Bank's Daniel Straus: Extraordinary ETF Insights & Outlook
Listen on The Move In this episode of 'Insight is Capital', host Pierre Daillie sits down with…
Two Plus Two Still Equals Four
by William Smead, Smead Capital Management Dear fellow investors, We are contrarians and oddly crave the moments when…
Fidelity's Ilan Kolet: Investment Review & OutlookāHarnessing Liquid Alternatives
Listen on The Move In this episode of the Insight is Capital podcast, Ilan Kolet, Institutional Portfolio Manager…
Understanding the Put Spread Collar
by AdvisorAnalyst.com What are collars? - some basics Why should investors consider using collars in their investment strategies?…
Global value stocksāThe compelling case at midyear
by Christian Correa, CFA, Chief Investment Officer, Franklin Mutual Series, Franklin Templeton Investments There are reasons for optimism…
Prompting AI: Can Better Conversations Drive Better Investment Research?
by Andrew Y. Chin, HeadāInvestment Solutions and Sciences & Yuyu Fan, Principal Data ScientistāInvestment Solutions and Sciences, AllianceBernstein…
Is small cap exposure still a good idea? Asking for a friend ā¦
by Jordan McCall, Russell Investments Executive summary: U.S. small cap stocks have struggled significantly in the past decade…
Bob Elliott: Unlocking Access to Uncorrelated Hedge Fund Strategies
Listen on The Move Bob Elliott, and cofounder, CEO, and CIO of Unlimited Funds, and former long-time…
LongPoint Unveils its Proposed First ETF Launch
LongPoint Asset Management Inc., led by Steve Hawkins, is poised to enter the Canadian ETF market with its…
The Fear of Running Out of Money
by Ninepoint Partners The timing of drawdowns matter to a portfolio. They matter a lot. 'Sequence of investment…
