Griffin May Be Right About AI. The Timing Could Be Very Wrong.
by Lance Roberts, RIA To paraphrase Peter Lynch, timing the AI bubble is the hard part, and history…
Are Bonds Pricing In A Fed Policy Mistake?
by Lance Roberts, RIA Imagine someone looking into their crystal ball and telling you at the beginning of…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
Bad Inflation Cures Itself. Good Inflation Doesn’t
by Lance Roberts, RIA The economy is running bad inflation, and the bad kind is the temporary kind,…
Bonds At 5%: Is The 10-Year Treasury Finally A Buy?
by Lance Roberts, RIA With the 10-year Treasury yield at its highest level since 2002, buying bonds at…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Gambling Epidemic: Gen Z Bets Against Their Future
by Lance Roberts, RIA The Gen Z gambling epidemic is quietly moving a generation’s money from the market…
Sequence Of Return Risk: The Math That Breaks Retirements
by Lance Roberts, RIA The sequence of return risk is the quiet reason two retirees with identical average…
Earnings Mean Reversion: When Estimates Snap Back
by Lance Roberts, RIA Consensus earnings estimates now sit close to 50% above trend, and that gap is…
Portfolio Risk Management: Winning The Long Game (Chapter 5)
by Lance Roberts, RIA “How To Win The Long Game” is the final chapter of our series and…
Investing Myths Dismantled (Chapter 4 of 5)
by Lance Roberts, RIA “Investing Myths Dismantled” is chapter 4 of a 5-part series examining the narratives around…
Loss: Why Crashes, Timing & Valuations Matter (Chapter 3 of 5)
by Lance Roberts, RIA “Math of Loss” is chapter 3 of a 5-part series examining the narratives around…
Think Like An Investor, Not A Speculator (Chapter 1 of 5)
by Lance Roberts, RIA “Think Like An Investor” is chapter 1 of a 5-part series examining the narratives…
Yen Intervention Narrative: What’s True And Not
by Lance Roberts, RIA Japan didn’t just spark a currency crisis; it reminded everyone that the Fed has…
Lacy Hunt Turns Bearish Bonds: Studying His Reversal
by Michael Lebowitz, RIA Economist Lacy Hunt has been a bond bull longer than most money managers have…
Sound Money: Be Careful What You Wish For
by Lance Roberts, RIA A return to sound money has become the rallying cry for a growing crowd…
Bonds In Your Portfolio: Why Ditching Them Is The Wrong Move
by Lance Roberts, RIA Lately, it seems like you can’t open a financial publication without stumbling across another…