John Toohey May 3, 2021 Market Insights April 2021 Market Update John Toohey May 3, 2021 Market Insights Here are the top market developments we have been watching in April.
John Toohey April 3, 2021 Market Insights March Market Update - Same As It Ever Was John Toohey April 3, 2021 Market Insights Here are the top market developments we have been watching in March.
John Toohey March 1, 2021 Market Insights February Market Update John Toohey March 1, 2021 Market Insights Here are the top market developments we have been watching in February.
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 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 Here are the top market developments we have been watching in January.
John Toohey January 4, 2021 Market Insights December Market Update John Toohey January 4, 2021 Market Insights 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 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 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 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 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 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 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 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 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 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 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 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.
John Toohey June 15, 2020 Active Investing ESG - a Fundamental PM’s viewpoint John Toohey June 15, 2020 Active Investing 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 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 Value and Momentum have been the most beautiful market phenomena out there and I will feel sad in a world without them.
