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portfolio management
297 posts
Howard Marks: Investing Without People
by Howard Marks, Oaktree Capital Over the last twelve months I’ve devoted three memos to discussing macro developments,…
June 20, 2018
Stephen Lingard: Where are the opportunities?
In conclusion, we asked Stephen Lingard where the opportunities are, where he is positioning portfolios for this year…
February 6, 2018
Muscle Memory: Are your portfolios ready to withstand change?
by Eric Knutzen, CIO, Multi-Asset Class, Neuberger Berman Is your portfolio in the right shape to withstand rising…
February 5, 2018
Stephen Lingard: Has Low Dispersion in Index Stocks Made Active Investing Harder?
We asked Stephen Lingard for his thoughts on the argument that low dispersion in index stocks is making…
February 5, 2018
Stephen Lingard: Get Prepared for Inflation and Volatility in 2018 (Part 1)
In this first part of our featured podcast series with Stephen Lingard, SVP and Portfolio Manager, Franklin Templeton…
January 29, 2018
The Science and Art of Multi-Asset Investing
by Martin Atkin, Managing Director, Multi-Asset Solutions Group, AllianceBernstein Generating consistent returns under uncertain conditions is a challenge.…
October 20, 2017
Tactical, But When?
by Corey Hoffstein, Newfound Research Summary We’re often asked, “is now a good time to implement tactical strategies?”…
October 19, 2017
Value's Lazarus Moment
by William Smead, Smead Capital Management In the Bible, Jesus arrives to help his friend Lazarus a few…
October 5, 2017
Passive Index Funds Raging. Are Active Funds Bucking The Trend? Top Money Managers Respond
Top performing money managers respond to the popularity of passive index investing. WEALTHTRACK # 1411 broadcast…
September 5, 2017
Do Index Fund Portfolios Live Up to Expectations?
by David Allison, CFA, CIPM, CFA Institute Investors are pinning their hopes on index funds. “Almost $500 billion…
August 23, 2017
Active, passive and the low-return imperative
by Jeff Hussey, Russell Investments We’ve written a great deal about the low-return imperative in recent months, and…
August 11, 2017
Dynamic Asset Allocation for Practitioners, Part 1: Universe Selection
by the Resolve Team, Resolve Asset Management In 2012 we published a whitepaper entitled “Adaptive Asset Allocation: A…
July 27, 2017
Indexing Evangelist Has Changed his Mind
by Cullen Roche, Pragmatic Capitalism Big news, nerds – Burton Malkiel has changed his mind. The investment legend,…
June 26, 2017
Investment Strategy: How to diversify across active and passive
by Jeff Hussey, Russell Investments We all know that investing is inherently risky and that diversification is one…
June 9, 2017
Interview with William Sharpe (Masters in Business)
Bloomberg View columnist Barry Ritholtz interviews William F. Sharpe, creator of the Capital Asset Pricing Model, the Sharpe…
June 8, 2017