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Strategy
2427 posts
Howard Marks: Ruminating on Asset Allocation
by Howard Marks, Vice Chairman, Oaktree Capital When I travel to see clients and spend entire days discussing…
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...
How to Mitigate Today's Market Risks and Uncertainty – Larry Swedroe
Listen on The Move In this episode Pierre and Adam sit down with Larry Swedroe, well-known expert in…
LPL: Election Day Takeaways
by Adam Turnquist, Chief Technical Strategist, & Team, LPL Research The clouds of uncertainty parted last week as…
How advisors can help future-proof their clients’ portfolios
Backtesting portfolios is so yesterday. After all, past performance is no guarantee of future performance. That’s why Ninepoint Partners LP, one of Canada’s leading alternative asset managers, offers advisors a novel way to test their investment strategies for what may come next. It’s happening through software called PRISM, short for Portfolio Risk Management.
Is it Time to Sell Volatility?
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways With U.S. equity markets near record highs,…
GMO: Don’t Miss Out
by Catherine LeGraw, Partner, Asset Allocation Team, GMO LLC A Historic Opportunity in Deep Value Why Value Now?…
To Hedge or Not to Hedge
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: The USD has risen significantly lately against most…
Q3 2024 Active Management Review: Market leadership reverses
by Gabriel Sauma, Russell Investments Executive summary: Market leadership changed course during the third quarter, with the Low…
The Great Rotation: Rethinking U.S. Market Concentration
In this episode we explore 'The Great Rotation,' a research series by Brian Chingono1, Head of Quant Research at Verdad23 (Part I | Part 2). The discussion focuses on the...
Beyond Bonds: Uncovering High-Yield Equity Alternatives for Your Portfolio
by SIACharts.com Yesterday's Equity Leaders Weekly discussed bonds, and looking back, it may be one of the more…
What Is the Opposite of Confirmation Bias?
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman Many investors say they anticipate a soft…
60/40? A Second Opinion from GMO's Ben Inker
Join hosts Mike and Audrey in this first episode of Insight and Opinion as they explore the evolving relevance of the classic 60/40 portfolio strategy. They dive into Ben Inker's critical analysis from GMO1, which highlights the '60/40 autopilot problem' and proposes the Benchmark-Free Allocation Strategy (BFAS) as an adaptive investment approach.
Picton Mahoney Q4/24 Investment Review & Outlook: Soft-Landing Odds Improved, But Largely Priced In
by David Picton, President and CEO, & Team, Picton Mahoney Asset Management Will An Asset Bubble and/or Inflation…
Fidelity's Ilan Kolet: Investing for Soft and Hard Landings into 2025. How?
Listen on The Move The Fed's Bold Moves and Canada's Economic Divergence: Insights from Ilan Kolet Pierre…
How Howard Marks Thinks About Risk…And You Should Too
by Lance Roberts, RIA When most people hear the word “risk,” they think about wild market swings, scary…
