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Strategy
2251 posts
Election year suggests a more subdued ‘24
by Russ Koesterich, JD, CFA, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses why equity performance in…
January 9, 2024
60/40: The Reports of My Death Are Greatly Exaggerated
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. It was not that long ago, perhaps about a…
January 8, 2024
Shareholder Yield Shines among Value Factors
by Matt Wagner, CFA, Associate Director, Research, WisdomTree WisdomTree pioneered fundamental weighting as a novel approach to rules-based…
January 7, 2024
Neuberger Berman: Flows and Fundamentals
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset & Niall O’Sullivan, Chief Investment Officer—Multi-Asset Strategies, EMEA, Neuberger…
January 7, 2024
Not Another Outlook
by Samuel Rines, Managing Director, Corbu LLC & Jeremy Schwartz, CFA, Global Chief Investment Officer, WisdomTree This article…
January 2, 2024
Portfolio rebalancing, Part 3: Exposure management strategies in an overlay program
by Philip Saucier, CFA, Russell Investments Executive summary: There's more to an overlay program than just cash equitization…
December 29, 2023
Quick Thoughts: Five surprises for 2024
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute As we near the end…
December 26, 2023
Stock market outlook: It’s time for diversification
by Jared Franz, Lawrence Kymisis, Diana Wagner, Capital Group KEY TAKEAWAYS A corporate earnings rebound could boost stocks…
December 21, 2023
Get (real) assets
by Christian Correa, Chief Investment Officer, Franklin Mutual Series Mutual Series sees an increasing number of investment opportunities…
December 17, 2023
Factors in fixed income? It’s (not so) academic.
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, BlackRock Key points The recent retraction of an academic…
December 14, 2023
Is the yield on your covered call fund too good?
Listen on The Move In this insightful discussion, Dino Bourdos, Portfolio Manager & Head of Investment Solutions at…
December 14, 2023
Global value stocks offer potential stability in a more uncertain 2024
by Christian Correa, CFA, Chief Investment Officer, Franklin Mutual Series Value stocks are poised to deliver solid returns…
December 13, 2023
Maximize your portfolio’s potential with the BARBELL approach
Listen on The Move In this episode, Robert Wilson, Senior Vice President, and Head of Portfolio Construction Consultation…
December 12, 2023
Growth Vs. Value Investing
by Bob Carey, Chief Market Strategist, First Trust Portfolios View from the Observation Deck We update this post…
December 3, 2023