Section
Exchange Traded Funds
6445 posts
The Balance of Flows Is Shifting: Why August's Buyer List Is Growing
Citadel Securities' Scott Rubner maps ten converging forces that are quietly shifting August's flow asymmetry in favour of equity buyers.
Of Scalpels, Spice, and Smoothies: How RiverFront Thinks About Stocks vs. ETFs
Three analogies clarify a question every advisor and portfolio manager faces.
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.
Timmer: Constant Motion
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Moving parts This remains a market in motion, with…
The Gap That Keeps Growing: What Morningstar's 2026 Investor Return Study Tells Advisors
There is a persistent, measurable, and largely self-inflicted tax that investors continue to pay on their own returns.…
Passive in Name Only: Your Index Fund Just Made an AI Bet Without Asking You
Every allocator has a line item marked "passive equity" — the boring bucket that doesn't eat into the…
Sometimes Good Isn’t Good Enough
by Craig Basinger & Derek Benedet, Purpose Investments As we pass the halfway point of S&P 500 Q2…
When the Machine Replaces the Market
Michael Green Tells Pierre Daillie and Adam Butler the Passive Bid Is No Longer a Background Feature. It…
The Tax Alpha Gap: 260 Basis Points Hiding in Plain Sight
Ray Carroll, Managing Director and CIO, Neuberger Berman Breton Hill Quantitative Investing, makes the case that the after-tax return is the only number that matters and explains why the industry's habit of ignoring it is costing taxable investors dearly.
Discipline in a Bull Market: Vanguard's June Risk Speedometers Show Allocators Refusing the Bait
If there is one lesson the fund industry has historically failed to learn, it is that strong equity…
Inner Workings of Active Passive
by Brett Gustafson is an Associate Portfolio Manager, Purpose Investments It has been about three years since we…
Returns Are a Commodity—Stop Selling the Plumbing
Listen on The Move If you couldn't talk about performance for 10 minutes, what would you tell…
Rethinking Fixed Income for Today's Post-QE Market
White Paper on Structural Change in Government and Corporate Bond Markets
The Eh-OK Consumer
by Craig Basinger, Chief Market Strategist, Purpose Investments Sneak peak – Our plan for next week’s ethos is…
The Passive Trap: How Index Investing Is Working Against Active Managers
Follow the Money: Why Capital Flowing Into Index Funds Is Quietly Undermining Active Fund Returns The Problem That…
Market Outlook: Getting Serious in Summer Markets
by Rick Rieder, Chief Investment Officer of Global Fixed Income, BlackRock The good news is real. The easy…