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Strategy
2369 posts
The U.S. Dollar Reaches a Potential Inflection Point
by Adam Turnquist, Chief Technical Strategist, LPL Research As the Election Day dust settles, the U.S. Dollar Index…
Brooke Thackray: How long can it last?
by Brooke Thackray, Research Analyst, AlphaMountain Investments, Global X ETFs Letâs Talk About the U.S Election, without the…
Howard Marks: Ruminating on Asset Allocation
by Howard Marks, Vice Chairman, Oaktree Capital When I travel to see clients and spend entire days discussing…
How to Mitigate Today's Market Risks and Uncertainty â Larry Swedroe
Listen on The Move In this episode Pierre and Adam sit down with Larry Swedroe, well-known expert in…
LPL: Election Day Takeaways
by Adam Turnquist, Chief Technical Strategist, & Team, LPL Research The clouds of uncertainty parted last week as…
How advisors can help future-proof their clientsâ portfolios
Backtesting portfolios is so yesterday. After all, past performance is no guarantee of future performance. Thatâs why Ninepoint Partners LP, one of Canadaâs leading alternative asset managers, offers advisors a novel way to test their investment strategies for what may come next. Itâs happening through software called PRISM, short for Portfolio Risk Management.
Is it Time to Sell Volatility?
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways With U.S. equity markets near record highs,…
GMO: Donât Miss Out
by Catherine LeGraw, Partner, Asset Allocation Team, GMO LLC A Historic Opportunity in Deep Value Why Value Now?…
To Hedge or Not to Hedge
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: The USD has risen significantly lately against most…
Q3 2024 Active Management Review: Market leadership reverses
by Gabriel Sauma, Russell Investments Executive summary: Market leadership changed course during the third quarter, with the Low…
The Great Rotation: Rethinking U.S. Market Concentration
In this episode we explore 'The Great Rotation,' a research series by Brian Chingono1, Head of Quant Research at Verdad23 (Part I | Part 2). The discussion focuses on the...
Beyond Bonds: Uncovering High-Yield Equity Alternatives for Your Portfolio
by SIACharts.com Yesterday's Equity Leaders Weekly discussed bonds, and looking back, it may be one of the more…
What Is the Opposite of Confirmation Bias?
by Shannon L. Saccocia, CFA, Chief Investment OfficerâPrivate Wealth, Neuberger Berman Many investors say they anticipate a soft…
60/40? A Second Opinion from GMO's Ben Inker
Join hosts Mike and Audrey in this first episode of Insight and Opinion as they explore the evolving relevance of the classic 60/40 portfolio strategy. They dive into Ben Inker's critical analysis from GMO1, which highlights the '60/40 autopilot problem' and proposes the Benchmark-Free Allocation Strategy (BFAS) as an adaptive investment approach.
Picton Mahoney Q4/24 Investment Review & Outlook: Soft-Landing Odds Improved, But Largely Priced In
by David Picton, President and CEO, & Team, Picton Mahoney Asset Management Will An Asset Bubble and/or Inflation…
