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Strategy
2255 posts
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
Can AI Hallucinations Be Tamed for Investing Models?
by Sahar Attaripour, Portfolio Manager—Multi-Asset & Hedge Funds Solutions, & François Oustry, Portfolio Manager—Multi-Asset & Hedge Funds Solutions,…
November 30, 2023
Michael Robbins: Ever seen a bad backtest?
Listen on The Move Join us for this insight-rich conversation with Michael Robbins, a distinguished figure in quantitative…
November 30, 2023
Commodities in 2024: An Opportunity for Growth
by Frank Holmes, CEO, CIO, U.S. Global Investors Goldman Sachs says it’s time to go long commodities. In…
November 29, 2023
Demystifying Equity Market Neutral Investing
by David Berns, PhD, CIO & Cofounder, Simplify Asset Management Introduction The 60/40 portfolio, the bread-and-butter portfolio of…
November 23, 2023
NBI CIO Office: Fall Colours
by Martin Lefebvre, CIO, & Team, National Bank Investments Copyright © National Bank Investments
November 6, 2023
Private Credit Momentum Defies Inflation, Interest Rates and Rocky Markets
by Ninepoint Partners TL;DR Despite rising interest rates, private credit remains attractive due to its persistent illiquidity premium…
November 1, 2023
Targeting resilient portfolio construction with alternatives
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, BlackRock Key points As investors face continued macroeconomic and…
October 23, 2023
Growth Stocks Are Less Expensive than Traditional Measures Imply
by Jeremy Schwartz, CFA, Global Chief Investment Officer, & Matt Wagner, CFA, Associate Director, Research, WisdomTree This year’s…
October 16, 2023
Geopolitical Shocks and Portfolio Construction
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Multi Asset Strategies – EMEA, Neuberger Berman Investors…
October 16, 2023
When Momentum Loses Momentum
by Andrew Ang, PhD, Head of Factors, Sustainable and Solutions for BlackRock Systematic, BlackRock Key takeaways The momentum…
October 10, 2023