Section
Portfolio Construction
77 posts
ETF Views: Factors, Alts, Derivative Onions & Bugs
Listen on The Move In this episode Pierre Daillie sits down with Tony Dong, founder of ETF…
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...
Rethinking Diversification: Navigating Correlation, Concentration, and Crisis in Modern Portfolios
In a world where “diversification” remains the only free lunch in finance, this time-tested principle is increasingly under…
Harnessing the Power of Private Equity in a Diversified Portfolio
In the world of investing, diversification remains a cornerstone strategy for minimizing risk while maximizing potential returns. While…
Riding the Edge of Chaos: Why Advisors Must Embrace the New Era of Diversification
There’s an old saying in investing: past performance is no guarantee of future results. It’s a phrase so…
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…
Beyond 60/40: How the RGBM ETF Helps Investors Keep Their Core and Expand Returns
For decades, investors have faced a fundamental challenge: how to effectively diversify their portfolios without sacrificing returns. The…
Pressing Investment Questions into 2025 with Ilan Kolet
Listen on The Move Market uncertainty, rate cuts, U.S. exceptionalism, and a potential Canadian dollar shock—are we…
Prometheus Research: Are Markets overestimating 2025 Investment Opportunities?
Listen on The Move What does 2025 have in store for investors? Join us as we…
The Seven Pillars of Resilient Portfolios – Revisiting Picton Mahoney’s BARBELL Framework
In a rapidly evolving investment landscape, where traditional stock and bond strategies often falter under the weight of…
JPM's David Kelly–Navigating 2025: Out of the Storm, Into the Fog
The 2025 Investment Outlook from J.P. Morgan Asset Management, led by Chief Global Strategist David Kelly, provides a…
UBS Unpacks the Economic and Investment Outlook for 2025
The UBS Chief Investment Office report, helmed by Paul Hsiao and Jason Draho, Ph.D., offers a comprehensive macroeconomic…
Torsten Sløk: 2025 Economic Outlook–Resilience Amid Challenges
As we approach 2025, the U.S. economy continues to defy historical norms and confound expectations. Apollo Global Management's…
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.
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…
NBI's Martin Lefebvre: Q4 2024 - 2025 Economic and Market Outlook
Listen on The Move Navigating Economic Uncertainty: Insight from Martin Lefebvre In this episode of the Insight is…
