Section
Duration
6 posts
Most Investors Have No Idea Their Portfolio is Missing This.
Listen on The Move Most advisors have zero alternatives in their portfolios — and their clients are…
Richard Bernstein: Reviving Guns & Butter?
by Richard Bernstein Advisors Economic historians sometimes refer to mid-1960s’ US fiscal policy as “Guns & Butter”. The…
Falling short: Why are long-dated bonds struggling in 2025?
Jenna Barnard, Head of Global Bonds, explores why longer-dated government bonds have struggled during 2025 despite central bank rate cuts.
Top-Heavy Markets, Fragile Portfolios: How to Break Free of the Mag-7 Trap
Listen on The Move What do advisors do when markets feel like a giant game of Jenga—top-heavy,…
A Global Aversion for Long Duration
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways The recent spike in U.S. 30-Year bond…
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
Market Ethos: Debt Sustainability
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments In late 2009, Greece came to market to…