Section
Strategy
2425 posts
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…
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...
Curb Your Enthusiasm
by Bob Elliott, CEO, CIO, Unlimited Funds Expectations for the US economy coming into a new year have…
High Hopes, Solid Grounds
We prefer equities over fixed income, in particular U.S. equities as the outlook for the U.S. economy is…
JPM's David Kelly–Navigating 2025: Out of the Storm, Into the Fog
The 2025 Investment Outlook from J.P. Morgan Asset Management, led by Chief Global Strategist David Kelly, provides a…
Turning the Page: WisdomTree’s 2025 Investment Outlook
“Big stock market leadership changes need some ruction, some big change in the system,” WisdomTree’s team observes in…
Vanguard’s 2025 Outlook: Beyond the Soft Landing and Into Uncharted Tensions
As the world gears up for 2025, Vanguard’s Chief Global Economist, Joseph Davis, and team have released a…
UBS Unpacks the Economic and Investment Outlook for 2025
The UBS Chief Investment Office report, helmed by Paul Hsiao and Jason Draho, Ph.D., offers a comprehensive macroeconomic…
Torsten Sløk: 2025 Economic Outlook–Resilience Amid Challenges
As we approach 2025, the U.S. economy continues to defy historical norms and confound expectations. Apollo Global Management's…
Shifting Global Plates: The Investment Landscape for 2025-2029
The Robeco report, "Atlas Lifted: 2025-2029 Expected Returns", provides an intricate view of the tectonic shifts shaping global…
Glass Half Full: KKR’s Optimistic Outlook for 2025
KKR’s 2025 Investment and Economic Outlook serves as a measured yet optimistic guide for navigating the global economy’s…
Pets, Pop and Sin Stocks: Not Every Fad Is a Thematic Portfolio
by Daniel C. Roarty, CFA, Chief Investment Officer—Sustainable Thematic Equities, Lei Qiu, Chief Investment Officer —Thematic Innovation Equities,…
Equity Market Neutral in 2024
by Jina Yoon, Chief Alternative Investment Strategist, LPL Financial With additional content provided by Michael McClain, AVP, Research.…
A Bizarro Tax-Loss-Selling Year
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: Tax-loss selling this time of year can often…
2025 Annual Global Market Outlook: The Mechazilla Moment
by Andrew Pease, Russell Investments Executive summary: We expect that the U.S. will achieve a soft-landing in 2025,…
Portfolio Rebalancing And Valuations. Two Risks We Are Watching.
by Lance Roberts, RIA While analysts are currently very optimistic about the market, the combined risk of high…
