Section
Fundamentals
32 posts
One Hundred Years of Evidence: David Booth on the Dataset That Democratized Investing
There are milestones that reshape civilization quietly, without fanfare. The 100-year anniversary of reliable U.S. stock market data…
Don't Trade the Headlines. Watch These Two Things Instead
Forward-looking analysis of the week's most important investment themes
3 Investing Principles And Why They Signal International Markets for 2026
by Richard Bernstein Advisors There are 3 tried and true investing principles: Earnings growth ultimately drives equity performance.…
Rob Arnott: Reinventing Cap-Weighted Indexing
by Rob Arnott and Lillian Wu, Research Affiliates Key Points By design, the structure of traditional cap-weighted index…
5 leadership lessons from top CEOs
by Martin Jacobs, Equity Portfolio Manager, Capital Group Culture eats strategy for breakfast, according to management guru Peter…
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
Uncovering Coiled Springs: Why Guardian’s Sam Baldwin Thinks Canadian Equities Are Ready to Pop
With U.S. mega-cap tech dominating headlines and hogging investor attention, it’s easy to forget there’s a whole world…
False Choices, Real Costs: Structural Flaws in the Growth–Value Duality
by Omid Shakernia & Que Nguyen, Research Affiliates Key Points This article is a companion to the longer…
Passive Aggressive: The Increasing Risks of Passive Dominance
by Chris Brightman, Campbell Harvey, Forrest Henslee, Research Affiliates Key Points Passive capitalization-weighted index funds now surpass active…
Bubble Déjà Vu: Arnott Warns AI May Be 2025’s Dot-Com Sequel
"The future belongs to artificial intelligence (AI) and the companies leading the AI revolution." That’s the story today’s…
Trump 2.0: The Deregulation Agenda – No New Rules?
by Que Nguyen, Research Affliates Key Points Deregulation will be central to President Trump’s second-term policy agenda, just…
Fundamentals underpinning global tech’s market leadership
by Denny Fish, Portfolio Manager, Research Analyst, Janus Henderson Portfolio Manager Denny Fish believes that a dispersion of…
The Greatest Scourge in Factorland: Revaluation Alpha = Fake Alpha (JPM Series)
by Rob Arnott, Research Affiliates Key Points Alpha is not merely a simple risk-adjusted return difference; rather, it…
60/40? A Second Opinion from GMO's Ben Inker
Join hosts Mike and Audrey in this first episode of Insight and Opinion as they explore the evolving relevance of the classic 60/40 portfolio strategy. They dive into Ben Inker's critical analysis from GMO1, which highlights the '60/40 autopilot problem' and proposes the Benchmark-Free Allocation Strategy (BFAS) as an adaptive investment approach.
Bursting the myth: Understanding market bubbles
by Pierre Dongo-Soria, CFA, Russell Investments Executive summary: It's important for investors to distinguish between market bubbles and…
A stock picker’s look beyond AI
by Carrie King, CIO of U.S. and Developed Markets, BlackRock Fundamental Equities Artificial intelligence (AI) and its unparalleled…