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Strategy
2387 posts
Shifting Global Plates: The Investment Landscape for 2025-2029
The Robeco report, "Atlas Lifted: 2025-2029 Expected Returns", provides an intricate view of the tectonic shifts shaping global…
Glass Half Full: KKRâs Optimistic Outlook for 2025
KKRâs 2025 Investment and Economic Outlook serves as a measured yet optimistic guide for navigating the global economyâs…
Pets, Pop and Sin Stocks: Not Every Fad Is a Thematic Portfolio
by Daniel C. Roarty, CFA, Chief Investment OfficerâSustainable Thematic Equities, Lei Qiu, Chief Investment Officer âThematic Innovation Equities,…
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, weâre joined by Tony Davidow, Senior Alternatives…
Bullish Bears, Bearish Bulls: Picton, Wilson & Belski Weigh in
At Picton Mahoneyâs Alternative Exchange1 event in mid-November 2024 (youâll have to register to watch it, and itâs worth it), three of the industryâs boldest voicesâDavid 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)âstepped onto the stage.
The Return of Policy Risk
by Kevin McCreadie, MBA, CFAÂŽ, 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 investorâs 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…
