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INSIGHTS

Mikhail Samonov
February 17, 2021
HomePage, FQ_Strategy, Active Investing

The Age of Intangibles Investing

Mikhail Samonov
February 17, 2021
HomePage, FQ_Strategy, Active Investing
The Age of Intangibles Investing

The power of Intangibles has been growing for the past three decades but 2020 marked the year that intangibles took center stage in the real economy.

John Toohey
February 1, 2021
Fundamental Investing

January Market Update

John Toohey
February 1, 2021
Fundamental Investing
January Market Update

Here are the top market developments we have been watching in January.

Tagged: Fundamental Investing

John Toohey
January 4, 2021
Market Insights

December Market Update

John Toohey
January 4, 2021
Market Insights
December Market Update

We believe three topics, one return related, one risk-related, and one paradigm shift related, will be increasingly relevant in 2021.

John Toohey
December 5, 2020
Market Insights

November Market Update

John Toohey
December 5, 2020
Market Insights
November Market Update

Here are the top market developments we have been watching in November.

Mikhail Samonov
November 16, 2020
DB_Strategy, Dynamic Asset Allocation

Two Types of Dynamic Asset Allocation

Mikhail Samonov
November 16, 2020
DB_Strategy, Dynamic Asset Allocation
Two Types of Dynamic Asset Allocation

There are two types of dynamic asset allocation: convergent and divergent.

John Toohey
November 12, 2020
Market Insights

October Market Update

John Toohey
November 12, 2020
Market Insights
October Market Update

Here are the top market developments we have been watching in October.

Mikhail Samonov
October 26, 2020
Dynamic Asset Allocation

50 Books to Read When Looking for Alternatives to 60/40

Mikhail Samonov
October 26, 2020
Dynamic Asset Allocation
50 Books to Read When Looking for Alternatives to 60/40

In sum, these books are about: History, Quant, and Psychology.

John Toohey
October 12, 2020
Market Insights

September Monthly Update

John Toohey
October 12, 2020
Market Insights
September Monthly Update

Here is what we are watching in the markets this month.

Mikhail Samonov
October 5, 2020
Dynamic Asset Allocation

Inflation Narrative

Mikhail Samonov
October 5, 2020
Dynamic Asset Allocation
Inflation Narrative

Certain narratives periodically dominate investor minds. And this year, one such narrative is that “inflation is coming”.

John Toohey
September 8, 2020
Market Insights

August Monthly Update

John Toohey
September 8, 2020
Market Insights
August Monthly Update

Here are top market developments we are monitoring.

John Toohey
August 11, 2020
Market Insights

July Monthly Update

John Toohey
August 11, 2020
Market Insights
July Monthly Update

Top 7 market developments we have been watching in July.

Mikhail Samonov
August 3, 2020
Active Investing

Active & Passive Investing: Blend 2.0

Mikhail Samonov
August 3, 2020
Active Investing
Active & Passive Investing: Blend 2.0

The ‘all-or-nothing’ choice between active and passive investing creates an opportunity for a more optimal way to blend the two approaches.

Mikhail Samonov
July 13, 2020
Dynamic Asset Allocation

Sixty-Forty Over the Long-Run

Mikhail Samonov
July 13, 2020
Dynamic Asset Allocation
Sixty-Forty Over the Long-Run

Asset owners appear to have five choices.

John Toohey
June 30, 2020
Fundamental Investing

First Half of 2020 - Fundamental Shifts

John Toohey
June 30, 2020
Fundamental Investing
First Half of 2020 - Fundamental Shifts

The ongoing Covid-19 health crisis represents a time period when the tide went out. Such periods are an excellent opportunity to discover paradigm shifts.

Tagged: Fundamental Investing

John Toohey
June 15, 2020
Active Investing

ESG - a Fundamental PM’s viewpoint

John Toohey
June 15, 2020
Active Investing
ESG - a Fundamental PM’s viewpoint

Companies are spending a lot of resources counting the activities they do related to sustainability.

Mikhail Samonov
June 1, 2020
Dynamic Asset Allocation

Frozen Portfolios

Mikhail Samonov
June 1, 2020
Dynamic Asset Allocation
Frozen Portfolios

Static asset allocations are like the straight lines that do not bend.

Mikhail Samonov
May 26, 2020
Factor Investing

Two Centuries of Value and Momentum

Mikhail Samonov
May 26, 2020
Factor Investing
Two Centuries of Value and Momentum

Value and Momentum have been the most beautiful market phenomena out there and I will feel sad in a world without them.

John Toohey
May 25, 2020
Market Insights

Dollars, Dollars, Everywhere...except Emerging Markets

John Toohey
May 25, 2020
Market Insights
Dollars, Dollars, Everywhere...except Emerging Markets

For all the talk of the global economy moving away from the US dollar as the sole reserve currency, the global economy appears to be even more tied to the US dollar today than in 2008.

Mikhail Samonov
May 18, 2020
Factor Investing

Thoughts on Systematic Value Investing

Mikhail Samonov
May 18, 2020
Factor Investing
Thoughts on Systematic Value Investing

Separate factor risk from return; Use the longest history to set expectations; Allocate significant organization resources to innovation.

John Toohey
May 11, 2020
Market Insights

Supply Chain Pain: Becoming More Visible

John Toohey
May 11, 2020
Market Insights
Supply Chain Pain: Becoming More Visible

As the saying goes, chains are as strong as their weakest link.

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