Insight is Capital™ Podcast

112 posts

The Case for Core International Equity Exposure

Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability

AGF's David Stonehouse: A Narrower Path Forward for Markets

As markets head toward 2026 with momentum but less margin for error, David Stonehouse offers a clear-eyed roadmap for navigating tariffs, policy pivots, and a maturing bull market.