Section
Defence
3 posts
The CIO's View: What Changed, What Held, What's Next? | Chhad Aul
Listen on The Move For 20 years, Canadian investors collected three free gifts they never paid for…
European defense stocks: The magnitude of Europe’s rearmament remains underappreciated
Heightened geopolitical tensions have refocused attention on increasing military spending globally. Despite a strong start to 2026, markets continue to underestimate the scale and durability of Europe’s defense spending cycle, say Portfolio Managers Christopher O’Malley and Julian McManus.
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.
AI, Defense, and a New Private Markets Playbook with Ash Lawrence
Listen on The Move Private markets are quietly being rewritten in real time—and in this conversation, Ash…