Section
Strategy
2535 posts
When Passive Investing Becomes the Market’s Biggest Risk
For years, passive investing has been the go-to strategy for investors chasing low fees and broad exposure to…
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...
Corey Hoffstein: Merger Arbitrage Isn’t Just for Institutions Anymore — Here’s How You Can Use It
Listen on The Move Forget what you thought about merger arbitrage — it’s no longer out…
Smarter Diversification, Without the Trade-Offs: Why Return Stacking Changes the Game
In a market where shocks can hit from any angle, investors need more than a balanced portfolio—they need…
Fragile Convictions, Fortified Portfolios: PICTON’s Playbook for a Market Built on Hope
“We don’t think it’s a bull market... we think it’s very prudent to focus on much better diversification within portfolios.” — David Picton, President & CEO, PICTON Investments
Volatility with Purpose: Why Long Volatility Belongs in Your Portfolio
Let’s face it—when markets are calm, it's easy to get comfortable. But that comfort can be a trap.…
The World’s Shifting — Here's How Capital Group Thinks You Should Shift With It
“It feels a bit like the title of the Oscar-winning movie Everything Everywhere All at Once,” says Jody Jonsson, Vice Chair and Portfolio Manager at Capital Group
Riding Out the Storm: Why Trend Following Still Deserves Your Patience
2025 hasn’t been kind to trend followers. Returns are sagging, drawdowns are biting, and the question on everyone’s…
Outsmart the 60/40 Trap: How Return Stacking Changes the Game
This strategy adds alpha, cuts risk, and doesn’t touch your core portfolio.
Passive Mania, Retiring Boomers, and the Quiet Cracks in the Bull Market
In a candid and thought-provoking conversation on Thoughtful Money1, host Adam Taggart sat down with Michael Green, Chief…
Sadiq Adatia’s Big Shift: Betting on What’s Been Left Behind
When you’re the Chief Investment Officer overseeing $75 billion in assets, every move matters. Sadiq Adatia of BMO…
What is rich?
We tend to think wealth is about numbers — compound interest, budgets, investment returns. But Dr. Brad Klontz…
Global X Mid-Year Outlook: Strategies for a Shifting Market Landscape
Global X ETFs' Chris McHaney, Raghav Mehta, Brooke Thackray, Alex Smahtin, and Andrew Albrecht provide their perspectives in…
Europe Rockets, Asia Stumbles: The Global Market Plot Twist No One Saw Coming
by SIACharts.com Over the past six months, global equity markets have shown striking regional divergence, with Europe emerging…
Expand Your Mind and Your Commodity Universe
by Ben Chen, Jim Masturzo, Research Affiliates Key Points Expanding the commodity universe beyond the traditional index constituents…
Navigating the Disconnect: How David Way Is Positioning for What Might Come Next
Fidelity’s long/short portfolio manager, David Way, sees structural breaks, tactical opportunity, and the return of market discipline.
