Section
Strategy
2536 posts
Pets, Pop and Sin Stocks: Not Every Fad Is a Thematic Portfolio
by Daniel C. Roarty, CFA, Chief Investment OfficerāSustainable Thematic Equities, Lei Qiu, Chief Investment Officer āThematic Innovation Equities,…
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...
Equity Market Neutral in 2024
by Jina Yoon, Chief Alternative Investment Strategist, LPL Financial With additional content provided by Michael McClain, AVP, Research.…
A Bizarro Tax-Loss-Selling Year
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: Tax-loss selling this time of year can often…
2025 Annual Global Market Outlook: The Mechazilla Moment
by Andrew Pease, Russell Investments Executive summary: We expect that the U.S. will achieve a soft-landing in 2025,…
Portfolio Rebalancing And Valuations. Two Risks We Are Watching.
by Lance Roberts, RIA While analysts are currently very optimistic about the market, the combined risk of high…
Rethinking Wealth: Unlocking the Power of Private Markets with Tony Davidow
Listen on The Move In this episode of Insight is Capital, weāre joined by Tony Davidow, Senior Alternatives…
Bullish Bears, Bearish Bulls: Picton, Wilson & Belski Weigh in
At Picton Mahoneyās Alternative Exchange1 event in mid-November 2024 (youāll have to register to watch it, and itās worth it), three of the industryās boldest voicesāDavid Picton (CEO at Picton Mahoney Asset Management), Mike Wilson ( Chief U.S. Equity Strategist & CIO at JPMorgan), and Brian Belski (Chief Investment Strategist & Leader of the Investment Strategy Group at BMO)āstepped onto the stage.
The Return of Policy Risk
by Kevin McCreadie, MBA, CFAĀ®, CEO and Chief Investment Officer, AGF Management Ltd. We believe 2025 will be…
The value of AI in asset management
by Evgenia Gvozdeva, Ph.D., Russell Investments Executive summary: AI can be used by investment managers to refine the…
Economic outlook: Global growth dependent on a resilient U.S.
by Rob Lovelace, Jared Franz, John Queen, Capital Group KEY TAKEAWAYS U.S. economy is benefiting from a strong…
Women & Alts: A Global Perspective with Barbara Stewart
Listen on The Move In this episode of Insight is Capital, Pierre Daillie welcomes Barbara Stewart, CFA,…
Emphasize value as investors increasingly throw caution to the wind
by Richard Bernstein Advisors Financial plans map out a strategic course to meet an investorās goals and cash…
CI Financial to Go Private in Landmark C$4.7 Billion Deal with Mubadala Capital
In a move set to reshape the Canadian financial landscape, CI Financial Corp. has announced plans to go…
Key takeaways from Octoberās U.S. inflation reports
by BeiChen Lin, Russell Investments Executive summary: U.S. consumer-price increases during October matched consensus expectations The latest snapshot…
Canadians love their advisorsābut Gen Z and Millenials are shaking things up
Listen on The Move In this episode Mario Cianfarani, Head of Distribution at Vanguard Investments Canada joins us…
