Picton Mahoney Asset Management

'We want to be the default expert in portfolio construction'

Picton Mahoney's new director of Portfolio Construction explains how he is helping advisors enhance their portfolios

Special situations require special strategy to capture returns

Head of fixed income explains how ETF takes advantage of events, through bottom-up analysis, to create alpha

Easy money now behind us, says leading PM

Watch for economic reacceleration cues to put capital to work as markets slow from high-growth, early-cycle recovery

Why central banks provided 'dovish pushback' on Fed's inflation message

Review bond portfolios and consider alternatives in light of Fed's announcement, says Picton Mahoney

Post-pandemic portfolios

Standing on the other side of the valley, now is not the time to rely upon the habit-formed portfolio, writes Michael White

BofA: Fund managers are feeling more cautious this month

Sentiment has weakened according to the Bank of America’s monthly barometer

Picton Mahoney announces new alt strategy

Event-driven strategies behind new liquid-alt fund help investors seeking uncorrelated returns, income, and capital gains

Finding your desired outcome with Picton Mahoney

Firm offers a Portfolio Construction Consultation Service, which gives advisors access to data analysis, and helps them to achieve better outcomes

Picton Mahoney looks to help build client portfolios’ resilience

No-charge portfolio construction consultation service offers advisor access to comprehensive data analytics

A return to the ‘Roaring 20s’? Maybe, but be cautious about inflation risk

President of asset management firm on the potential for the strongest global economic surge in decades