Section
Exchange Traded Funds
6424 posts
Why 0% in Bitcoin & Blockchain is Actually a Riskier Bet Than 1%
Listen on The Move Bitcoin is down 50% from its highs — but Bitwise CIO Matt Hougan…
What is Alternative Fixed Income, and Why Does It Matter Now?
by Sandy Liang, Head of Fixed Income, Lead Portfolio Manager, Purpose Investments For decades, the fixed income playbook…
Opportunity Radar
by SIACharts.com One of the greatest strengths of Point & Figure (P&F) charts is their ability to filter…
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.
Most Stocks Are a Losing Bet. The Math Is Decisive.
The US stock market has generated an average annual return of 10% over the past 100 years. That…
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
Chart to Watch: How well have AAA CLOs handled interest rate volatility?
by John Kerschner, CFA, Global Head of Securitised Products, Portfolio Manager, Janus Henderson Early this year,…
Bonds: Supply is the Headline, Demand tells the Story
by Hilbert Wan, CFA, Purpose Investments Most of the U.S. Treasury market conversation right now is about supply.…
The Earnings Engine: How Brian Belski's 2026 Thesis Is Playing Out, Report by Report
From volatility as price of admission to SMID's second chance — five weeks of Belski Briefs tell a remarkably coherent story
The End of the Options-Based Income ETF Trade-Off
Listen on The Move The options income ETF industry just crossed $1 trillion in assets — and…
Summer Seoulstice (Jurrien Timmer)
by Jurrien Timmer, Head of Global Macro, Fidelity Investments Asia tour 2026 It’s my first time to Seoul,…
Stock market outlook: 3 themes for the second half of 2026
by Christopher Buchbinder, Mark Casey, Rob Lovelace, Steve Watson, Capital Group KEY TAKEAWAYS Earnings growth, not sentiment, is…
The E-T-F Framework: A Disciplined Approach to ETF Due Diligence
The proliferation of ETFs has created a paradox for advisors and investors alike: more choice, less clarity. The…
SpaceX and the Mega-IPO Problem: Index Providers Split on the Rules
A nine-week winning streak for the S&P 500 ended last week, and the proximate causes — a sharp…
Constellation Software Flashes Bullish Breakout as Relative Strength Rebounds
by SIACharts.com Constellation Software Inc. (CSU.TO) appears to exhibit positive technical characteristics, supported by a SMAX score of…
The ETF Terrordome: Why 1 in 3 New Funds Will Never Survive
Listen on The Move If you think launching an ETF sounds like a great business, Eric…