Section
Strategy
2535 posts
Rebuilding resilience in 60/40 portfolios
by Jeffrey Rosenberg, Managing Director, & Team Systematic Fixed Income, BlackRock Key points Heightened fiscal, trade, and policy…
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...
Quick Thoughts: Risk vs. uncertainty
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Weaker US economic data is…
Navigating Strategic and Tactical Investment Horizons: The Differences
LPL Research discusses the distinct nature of investment horizons and examines when and why strategic and tactical perspectives…
Som Seif: Debunking Private Markets - Opportunities and Myths
Listen on The Move In this episode Som Seif, CEO of Purpose Investments, joins us to challenge…
The World is Evolving. So Too Must Portfolio Construction.
Rethinking Portfolio Construction: Why 40/30/30 is the Key to Balance Since 1950, the investment portfolio has remained largely…
Deep spending on AI boosts the old, value economy
by Christian Correa, CFA, Chief Investment Officer, Franklin Mutual Series Artificial intelligence has largely been a growth story,…
Private Markets: Opportunities and Risks in a Transitional Financial Landscape
Listen on The Move Private markets are undergoing a seismic shift, with assets poised to surge from…
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...
Unearthing the appeal of responsibly sourced gold
by Dina Ting, CFA, Head of Global Index Portfolio Management, Franklin Templeton ETFs As gold prices soar to…
Antitrust Angst
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman Does the retention of the Biden-era M&A…
Bargain, Value Trap or Something in Between?
by Ben Inker and Anna Chetoukhin, GMO LLC Executive summary Over the last decade, U.S. large cap growth…
Equity Income in the AI Age: Betting Against the Bubble?
It takes a special kind of arrogance to believe that the market can continue defying gravity indefinitely. Yet,…
Crowded Trades & The Passive Investing Paradox
The most dangerous investments are the ones everyone believes are safe. Today, the largest passive funds in the…
Unpacking 2025 with Fidelity’s Ilan Kolet
As markets charge into 2025, investors and advisors are grappling with a complex web of macroeconomic forces—policy uncertainty,…
Mitigating Market Risks and Uncertainty: The Larry Swedroe Playbook
At a time when the financial world is inundated with forecasts, opinions, and overconfidence, Larry Swedroe stands as…
