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Strategy
2380 posts
Mid-Year Outlook: Seven Questions That Could Shape Markets in the Second Half of 2024
by Kevin McCreadie, John Christofilos, Bill DeRoche, Rune Sollihaug, David Stonehouse, Stephen Way, AGF Investments Members of AGF…
Can't Get No... Diversification
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Building on our July 8th Market Ethos – Efficient…
FactSet's Elisabeth Kashner
The Scoop: Deep ETF Trends Insights
Listen on The Move In this conversation, Pierre Daillie interviews Elisabeth Kashner, Director of Global Funds Research, FactSet,…
Big Gains for Small Caps
by Adam Turnquist, Chief Technical Strategist, LPL Research July 16, 2024 Additional content provided by John Lohse, CFA,…
Opportunities in US Growth
by Laura Granger, CFA, Institutional Portfolio Manager & George Fontaine, CFA, Senior IPM Research Associate, MFS Investment Management…
Steve Hawkins Returns: Innovation and the Future of ETFs
Listen on The Move In this episode, Pierre Daillie catches up with Steve Hawkins, CEO of LongPoint Asset…
Does value matter anymore?
by Richard Bernstein, Richard Bernstein Advisors Valuation is the core of every economic transaction, yet equity investors seem…
Alternative Allocations: The growth and evolution of alternative investments
by Tony Davidow, CIMA®, Senior Alternatives Investment Strategist, Franklin Templeton Institute Franklin Templeton Institute’s Tony Davidow sits down…
Efficient Frontier Shifts Right
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Remember the days when stocks and bonds moved more…
National Bank's Daniel Straus: Extraordinary ETF Insights & Outlook
Listen on The Move In this episode of 'Insight is Capital', host Pierre Daillie sits down with…
Two Plus Two Still Equals Four
by William Smead, Smead Capital Management Dear fellow investors, We are contrarians and oddly crave the moments when…
Fidelity's Ilan Kolet: Investment Review & Outlook–Harnessing Liquid Alternatives
Listen on The Move In this episode of the Insight is Capital podcast, Ilan Kolet, Institutional Portfolio Manager…