Section
Portfolio Construction
102 posts
How To Save Time and Money on Portfolio Implementation
by Nick Zylkowski, CFA & Christina Shockley, Russell Investments Key Takeaways Partnering with a full-scale implementation partner can…
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...
The 4th Turning of Markets: Darius Dale on Inflation, Debt & Investing in 2025
What if everything you thought you knew about the Fed, fiscal policy, and recession playbooks is already obsolete? In this episode, Darius Dale reveals why the U.S. economy has entered “Paradigm C” — a regime of fiscal dominance, deregulation, and coordinated support — and what it means for portfolios, the Fed, and your financial future.
Bitcoin Allocation 10–40%? Ric Edelman’s Shocking Investment Thesis
Listen on The Move What if the riskiest move in your portfolio isn’t owning crypto—but ignoring it? In…
Alfred Lee: Constructive, But Cautious—Navigating the market's crosscurrents
Listen on The Move In a market climbing a wall of worry, Alfred Lee, Deputy CIO at…
False Comforts, Real Consequences: Rethinking Growth, Gold, and Gut-Punch Volatility
I used to believe in stimulus. Government steps in, writes some checks, growth rebounds, the crowd cheers. Textbook stuff. Until I read Rob Arnott, Alex Pickard, Henry Neville, Michael Mauboussin and Dan Callahan all say, in their own careful ways, “not quite.”
BMO’s Q3 Strategy Shift: Why Diversification Is No Longer Optional
On a recent latest Views from the Desk1 episode, Michelle Allen of BMO ETFs welcomed back Bipan Rai,…
The Moment Investors Need You Most: Why Advice Has Never Mattered More
Let’s face it—today’s investors are facing more than just the markets. Inflation’s stubborn, global politics are messy, and…
Climbing the Market’s High-Wire Act
Or, how investors became thrill-seekers in a world of wobbly fundamentals
BMO’s Q3 2025 Playbook: Lean Into the Rally, But Keep One Eye on the Risks
If BMO Global Asset Management has one mantra heading into the back half of the year, it’s simple:…
Top-Heavy Markets, Fragile Portfolios: How to Break Free of the Mag-7 Trap
Listen on The Move What do advisors do when markets feel like a giant game of Jenga—top-heavy,…
“Driving Blindfolded or Playing to Win?” — JPM and KKR See the Same Road, But Choose Different Gears
Markets climb a wall of worry.
ETFs That Overlay Carry: Adding Alpha to Portfolios Without Subtracting Core Exposure
Listen on The Move Chances are, you're already using carry strategies in your portfolio—without even realizing it.…
Corey Hoffstein: Merger Arbitrage Isn’t Just for Institutions Anymore — Here’s How You Can Use It
Listen on The Move Forget what you thought about merger arbitrage — it’s no longer out…
Fragile Convictions, Fortified Portfolios: PICTON’s Playbook for a Market Built on Hope
“We don’t think it’s a bull market... we think it’s very prudent to focus on much better diversification within portfolios.” — David Picton, President & CEO, PICTON Investments
The Fog Is Lifting: National Bank Investments' CIO Spots Brighter Skies—But Keeps the Umbrella Handy
After a chaotic start to Q2, financial markets seem to be catching their breath—and so is the investment…
