Section
Strategy
2423 posts
Alfred Lee: The Taper Tantrum (July 11, 2013)
The Taper Tantrum BMO ETF Portfolio Strategy Report by Alfred Lee, CFA, CMT, DMS, Vice President, BMO ETFs,…
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...
The Bang! Moment Shock
The Bang! Moment Shock (via Market Shadows) The Bang! Moment Shock Courtesy of John Mauldin of Thoughts from…
Commodities Likely to Trend Lower as USD, U.S. Equities Strengthen
For this weeks edition of the SIA Equity Leaders Weekly, we will be taking a look at the…
Big Pharma's Political Concerns Make For Good Buying Opportunity
Employer Mandate: A Pharma Bump in the Road by William Smead, Smead Capital Management As long-duration value investors,…
Danger Zone Ahead (Thackray Market Letter, July 2013)
Market Update – Thackray Market Letter, July 2013 by Brooke Thackray, Alpha Mountain Investments Danger Zone Ahead In…
Many Will Not Retire; What About You?
by David Merkel, Aleph Blog Retirement. A concept of the late 1800s to the present. Easy to swallow…
Investing in Water: Rising Demand Brings New Opportunities
July 9, 2013 by Michelle Gibley, CFA, Director of International Research, Schwab Center for Financial Research Key Points…
U.S. Equity Strategy 2013 Mid-Year Update (Ryan Lewenza)
Here is Ryan Lewenza's (TD Wealth, VP and Sr. U.S. Equity Strategist) mid-year update on the U.S. equity…
Keeping Your Balance During Shaky Markets
by Paul DeNoon and Gershon Distenfeld, AllianceBernstein While capital markets have had their ups and downs, it’s been…
Come Hell or High Water
by Kara Lilly, Mawer Investment Management It has been a difficult week for residents of Southern Alberta. Heavy…
A Look at the Emerging Markets Asset Class
One area of the global equity markets that has experienced a significant correction this year is the emerging…
The Case for Rotating into (Select) Defensive Sectors (Koesterich)
by Russ Koesterich, iShares As it turned out, the most recent Great (Sector) Rotation was short lived and perhaps…
Daniel Wallick & Gregg Fisher: The Case For and Against Active Investing
Two seasoned investment pros argue the case for and against actively managed funds versus passive index funds. In…
What’s an Investor to do in Markets like These?
What’s an Investor to do in Markets like These? 06-21-2013 By Frank Holmes CEO and Chief Investment Officer…
Tail-Risk Parity: The Quest for a Crash-Proof Portfolio
by Ashwin Alankar (pictured) and Michael DePalma, AllianceBernstein By any name—Black Swan, three-standard-deviation event or negative tail event—the…
