Section
Portfolio Construction
109 posts
BMOâs 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, itâs simple:…
Prepare, Donât Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that wonât come down anytime soon, and the growing correlation between stocks and bonds...
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 Jengaâtop-heavy,…
âDriving Blindfolded or Playing to Win?â â 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 portfolioâwithout even realizing it.…
Corey Hoffstein: Merger Arbitrage Isnât Just for Institutions Anymore â Hereâs How You Can Use It
Listen on The Move Forget what you thought about merger arbitrage â itâs no longer out…
Fragile Convictions, Fortified Portfolios: PICTONâs Playbook for a Market Built on Hope
âWe donât think itâs a bull market... we think itâs very prudent to focus on much better diversification within portfolios.â â David Picton, President & CEO, PICTON Investments
The Fog Is Lifting: National Bank Investments' CIO Spots Brighter SkiesâBut Keeps the Umbrella Handy
After a chaotic start to Q2, financial markets seem to be catching their breathâand so is the investment…
Diversification Reimagined: Building Resilient Portfolios with NEPCâs Playbook
In the investing world, diversification is often treated as a checkboxâsomething to do, but not deeply understood. Yet,…
Why Long-Term Investing Beats Selling in Volatile Times
by George Smith, Portfolio Strategist, LPL Research During times like these when geopolitical headlines can be unsettling for…
Why Itâs Time to Rethink PortfoliosâFrom the Bear Up, says Picton
When markets get messy, David Picton doesnât just feel itâhe wears it. âThe bags under your eyes grow,â…
KISS 2025: The Big Picture Shifts Reshaping Your Portfolio Playbook
Louis-Vincent Gave breaks it downâsimply, sharply, and with implications you canât ignore. âWhen the facts change, I change…
The Exceptional Case of U.S. Markets Underperformance
With global headlines bouncing between trade tensions, inflation worries, and surprise economic data, itâs getting harder for investors…
Diversification vs. the Siren's Song
by Richard Bernstein, Richard Bernstein Advisors 25 years ago I wrote a book called âNavigate the Noiseâ that…
Bond Voyage! Rethinking Traditional Diversifiers in the Modern ETF Era
In the most recent episode of "Raise Your Average,â1 co-hosts Pierre Daillie and Mike Philbrick welcome back Tony…
Bond Voyage! Saying Goodbye to Traditional Diversifiers
When your âdiversifiersâ stop diversifying, what do you do? ETF analyst Tony Dong has a few ideasâsome that…
