Section
Factors
68 posts
Global Markets Navigate Conflict and Euphoria as the Bull Market Matures
Fisher Investments Institutional Group's Q2 2026 Market Perspectives Review and Outlook1 finds a bull market entering its late…
Warren Buffett's Intangible Evolution: What the Oracle's Playbook Really Reveals
Warren Buffett has long been misread. In a July 2025 paper1 from Sparkline Capital, founder and Chief Investment…
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.
Diversification's Vindication
How 2026 is proving the skeptics wrong, one asset class at a time
KKR: The Toolkit Has to Expand
KKR's Henry McVey on what the next investing regime demands from every portfolio
The Market Has Stopped Looking Far Enough Ahead, and Schroders Sees a Generational Opening
by AdvisorAnalyst.com Editorial Team Here's a question worth sitting with: what if the biggest risk in today's market…
Value Is Not a Box. It's a Discipline.
Boston Partners argues that the growth-value divide is a classification convention, not an economic reality, and that durable returns require a three-dimensional investment process.
CAGE Is Open: Previously Out-of-Reach, This Factor-Aware Investing Model is Finally Available in Canada
by Editorial Team, AdvisorAnalyst For years, Canadian investors have been stuck with a binary choice: pay over 1%…
Quality's Moment: Why the Worst-Performing Style Factor May Be the Best Opportunity in Non-US Equities
by AdvisorAnalyst Editorial Team There is a paradox embedded in the current international equity landscape. The style factor…
Why Half a Million People Trust PWL Capital CIO Ben Felix
Listen on The Move In this episode of Insight Is Capital, Pierre Daillie sit down with Ben…
Markets Don't Wait: Larry Swedroe on Efficiency, Alternatives, and the Only Portfolio That Matters
by Editorial Team, AdvisorAnalyst The question Pierre Daillie puts to Larry Swedroe near the top of the conversation1…
The Inflation Diversification Problem: Why the 60/40 Playbook Is Breaking Down Again
Man Group's Edward Cole makes the case for equity market neutral strategies as the more durable diversifier in a world where bonds can no longer be trusted to protect portfolios.
Why Value, Quality, and Momentum Belong Together
by Noah Beck and Que Nguyen, Research Affiliates Key Points The Research Affiliates systematic active equity investment process…
Hype vs. High Conviction
A Quality Approach to Investing in AI.
Market Internals: Stability Is the Headline. Repricing Is the Reality.
Thirty-one trading sessions into 2026, the S&P 500 looks steady. That’s the headline. But as Citadel Securities' Scott…
Quality = Value
by Richard Bernstein, Richard Bernstein Advisors By the end of 2025, the US equity market was narrower for…