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Strategy
2535 posts
Diversification vs. the Siren's Song
by Richard Bernstein, Richard Bernstein Advisors 25 years ago I wrote a book called “Navigate the Noise” that…
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...
All Clear—or the Eye of the Hurricane?
How 3Edge Thinks Investors Should Navigate Today’s Crosscurrents As the S&P 500 claws back its early-year losses and…
Trump Time, Trade Tensions, and Tech Triumphs: CI GAM’s Peter Hofstra on What’s Moving North American Markets
Markets in April might have treaded water, but behind the flat returns lies a storm of geopolitical, economic,…
Bond Voyage! Rethinking Traditional Diversifiers in the Modern ETF Era
In the most recent episode of "Raise Your Average,”1 co-hosts Pierre Daillie and Mike Philbrick welcome back Tony…
Bond Voyage! Saying Goodbye to Traditional Diversifiers
When your “diversifiers” stop diversifying, what do you do? ETF analyst Tony Dong has a few ideas—some that…
4 scenarios for uncertain markets
by Tom Cooney, Jared Franz, Jayme Colosimo, & Jody Jonnson, Capital Group There are no facts about the future…
Calibrating Chaos: Hugo Lavallée on Staying the Course, Spotting Opportunity, and Ignoring the Noise
In a market where volatility often masquerades as chaos, Hugo Lavallée, Portfolio Manager at Fidelity Investments, sees calibration.…
Thank You Warren Buffett
by William Smead, CIO, Smead Capital Management Dear fellow investors, In light of the announcement that Warren Buffett…
The Return of Value: Bargain Hunting and Global Opportunity in a Volatile Market
As the market continues to adjust to a regime of higher-for-longer interest rates and heightened geopolitical friction, Mackenzie…
Buffett Steps Back, His Insights Remain
by Jeremy Schwartz, CFA, Global Chief Investment Officer, WisdomTree™ Key Takeaways At his 60th Berkshire Hathaway annual meeting,…
5 charts that put market volatility in perspective
by Capital Group President Trump’s tariffs have put market volatility back in the spotlight for all investors, but especially…
How to handle “phantom distributions” from ETFs to avoid double taxation
by Tax and Estate Planning team, Invesco Normally, an exchange-traded fund (ETF) will pay most of its income…
Walking the Tightrope: Trend Following’s Tricky Tradeoffs
by Jim Masturzo, Partner, Chief Investment Officer, Multi-Asset Strategies, Research Affilates Key Points Trend-following strategies can offer attractive,…
Navigating Uncertainty with Discipline: Black Creek’s Heather Peirce on Markets, Risk and Resilience
In her latest market update on the Capital Insights1 podcast, Heather Peirce, Portfolio Manager & Managing Director at Black…
Diversification in three dimensions
by Phil Maymin and Ashwin Alankar, Janus Henderson Phil Maymin, Director of Asset Allocation Strategies, and Ashwin Alankar,…
