Section
Strategy
2423 posts
Beyond 60/40: How the RGBM ETF Helps Investors Keep Their Core and Expand Returns
For decades, investors have faced a fundamental challenge: how to effectively diversify their portfolios without sacrificing returns. The…
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...
Vision 2025: Will Danoff on Markets, AI, and the Relentless Pursuit of Alpha
by Pierre Daillie, Managing Editor, AdvisorAnalyst.com Will Danoff doesn’t do complacency. The legendary Fidelity portfolio manager has spent…
LongPoint Adds Return Stacked® Global Balanced & Macro ETF (“RGBM”)
PRESS RELEASE LongPoint Adds Return Stacked® Global Balanced & Macro ETF (“RGBM”) RGBM stacks the returns of a…
Vision 2025: Lessons from Fidelity’s Heavyweights
by Pierre Daillie, Managing Editor, AdvisorAnalyst.com The art of capital allocation is an unforgiving pursuit, where mistakes are…
Pressing Investment Questions into 2025 with Ilan Kolet
Listen on The Move Market uncertainty, rate cuts, U.S. exceptionalism, and a potential Canadian dollar shock—are we…
Value stocks: Why you might be underweight and unaware
by Tony DeSpirito, CIO of U.S. Fundamental Equities, Blackrock Value stocks hit some investors’ radar screens with a…
Multi-Asset 2025 Outlook: Expanding Horizons
by Caglasu Altunkopru & Aditya Monappa, AllianceBernstein As growth extends to more regions, we see expanding opportunities across…
Prometheus Research: Are Markets overestimating 2025 Investment Opportunities?
Listen on The Move What does 2025 have in store for investors? Join us as we…
High Hopes or Hollow Hype? A 2025 Reality Check
by Jeff Weniger, Head, Equity Strategy, and Kevin Flanagan, Head, Fixed Income, WisdomTree Let’s put a finger on…
The Rules Of Bob Farrell – An Updated Illustrated Guide
by Lance Roberts, RIA In a recent discussion on TheRealInvestmentShow, Bob Farrell and his 10 investment rules were discussed,…
Reflecting on 2024 – Awesome Returns, Surprising Resilience
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Let us all raise a glass and give a…
Fortifying Portfolios in Uncertain Times: Lessons from Picton Mahoney
In equity and bond markets increasingly punctuated by volatility and unexpected economic events, the traditional investment framework is…
Growth is from Mars, value is from Venus
by Owen A. Lamont, Ph.D., Senior Vice President, Portfolio Manager, Research, Acadian Asset Management There is no such…
The Seven Pillars of Resilient Portfolios – Revisiting Picton Mahoney’s BARBELL Framework
In a rapidly evolving investment landscape, where traditional stock and bond strategies often falter under the weight of…
Curb Your Enthusiasm
by Bob Elliott, CEO, CIO, Unlimited Funds Expectations for the US economy coming into a new year have…
