Section
Fundamentals
31 posts
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…
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…
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
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…
Tobias Carlisle: Value Investing - Simple, Not Easy
Listen on The Move In this conversation, Mike and Pierre talk to Tobias Carlisle, Managing Principal and Chief…