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Strategy
2369 posts
Fidelity's Ilan Kolet: Investing for Soft and Hard Landings into 2025. How?
Listen on The Move The Fed's Bold Moves and Canada's Economic Divergence: Insights from Ilan Kolet Pierre…
How Howard Marks Thinks About Risk…And You Should Too
by Lance Roberts, RIA When most people hear the word “risk,” they think about wild market swings, scary…
Value of an Advisor: T is for tax-smart planning and investing
by Rob Kuharic, Russell Investments Executive summary: When it comes to investing, it's not about how much a…
BofA's Savita Subramanian: "What seasonality?"
BofA's Equity and Quant Strategist, Savita Subramanian's thesis in the report "What Seasonality?" is centered on the surprising…
NBI's Martin Lefebvre: Q4 2024 - 2025 Economic and Market Outlook
Listen on The Move Navigating Economic Uncertainty: Insight from Martin Lefebvre In this episode of the Insight is…
U.S. markets today are extremely concentrated. What does this mean for active management?
by Alexander Baker & Jonathan Woo, Russell Investments Executive summary: Market concentration in the U.S. is the highest…
The Art of Patient Diversification: Lessons from Meketa and Mutiny
Investing is a balancing act, a constant tension between risk and reward, fear and greed, offense and defense. Two distinct voices in the investment world
Demystifying Alternative Investments
by Paisley Nardini, CFA, CAIA, Managing Director, Portfolio Manager, Asset Allocation Strategist & Patrick Hennessy, Senior Risk Manager,…
A Second Opinion Is Just What the Doctor Ordered
by Ben Inker, Head of Asset Allocation, GMO LLC A valuation-aware, dynamic approach to strategic allocation Asset Allocation…
When Buffett Meets Bannister
by William Smead, CIO, Smead Capital Management Dear fellow investors, Barry Bannister, Managing Director and Chief Equity Strategist…
How Europe’s Rearmament Could Boost Defense Stocks
by Frank Holmes, CEO, CIO, US Global Investors For years, the U.S. has been the dominant player in…
Building a better portfolio with trend-following strategies
by Jason Zhang, CFA, Portfolio Manager, SLGI Asset Management Inc. In my previous article, I explained how adding…
Shana Sissel – From Long/Short to Long Sports: Exploring Unique Uncorrelated Alternative Investments
Listen on The Move In this episode of 'Raise Your Average,' co-hosts Pierre and Mike welcome Shana Orczyk…
4 opportunities in private equity investing today
by Dan Fletcher, Russell Investments Executive summary: Deal activity in private equity has slowed significantly from 2021 due…
Todd Finkle: A Fresh Take on Warren Buffett
Listen on The Move In this episode of Insight is Capital, Pierre welcomes Dr. Todd Finkle,…
