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Strategy
2369 posts
Richard Bernstein: Fade the Election
by Richard Bernstein Advisors Citizens freely expressing political opinions is the most prized aspect of a functioning democracy.…
Jurrien Timmer: Decompression (Week of 9/16/24)
by Jurrien Timmer, Director of Global Macro, Fidelity Investments One of the traditions of Burning Man is the…
Navigating Market Uncertainty With Low Volatility ETFs
In times of heightened market uncertainty, low volatility ETFs have increased in popularity. But can they help advisors…
Starting Points Matter: Why International Equities Might Be Worth a Second Look
by Nicholas Paul, CFA, Equity Portfolio Manager, MFS Investment Management Key takeaways Coming out of the global financial…
Defense Takes the Field
by Adam Turnquist, CMT, Chief Technical Strategist, and Team, LPL Financial Increased volatility over the last several weeks…
Quality small caps can offer a smoother climb
by Steven Raineri, Lead Portfolio Manager, Franklin Mutual Series Small-cap stocks took a rollercoaster ride this summer, but…
When Smart Money is Wrong
by William Smead, CIO, Smead Capital Management Dear fellow investors, We learned a long time ago that we…
Be prepared: Have your portfolio playbook ready
by Derek Benedet, Portfolio Manager, Purpose Investments, Richardson Wealth Summary: In this Ethos, we share a bit of…
Stacking in a Higher Interest Rate Environment
by Corey Hoffstein, Rodrigo Gordillo & Team, Return Stacked Portfolio Solutions This article explores the relevance of leverage…
Why Tobacco, Utilities, and Real Estate Are Surpassing Tech in 2024
An examination of market trends and dynamics across the global equity markets. by Ross Cartwright, Lead Strategist, Investment…
7 biggest mistakes investors are making now
by Team, Fidelity Viewpoints Don't fall for these money-losing traps. Key takeaways Investment decisions should be driven by…
The Passive Investing Paradox: Opportunities vs. Systemic Risks
The 2008 financial crisis is a prime example of how solutions implemented in the past can lead to significant problems in the future. This crisis was rooted in a series
Lowering the Impact of 2024 Capital Gains taxes
CE Webinar - IIROC: 0.5 (PD) Cycle 10 - Joseph Micallef of KPMG examines the use of Flow-Through investments to help investors offset 2024 capital gains.
3 investment ideas from second quarter earnings
by Mark Casey, Portfolio Manager, Christopher Lee & Betsy Lind, Equity Investment Analysts, Capital Group A spike in…
Have Commodities Hit Peak Bearishness? What Happens Next?
by Christopher Gannatti, CFA Global Head of Research, & Mobeen Tahir, Associate Director, Research, WisdomTree Key Takeaways Investor…
