Section
Fundamentals
52 posts
Dancing with the Pretty Girls
by Cole Smead, CFA, CEO, Portfolio Manager, Smead Capital Management Dear fellow investors, I think about life a…
When Nothing Moves Together, That's the Signal
Q3 2026 looked uneventful from 30,000 feet and strange from everywhere closer. In How to Win in a…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
Why Hasn’t There Been a Big Financial Crisis in Recent Years?
Financial crises haven't disappeared since 2008 — they've simply gone quiet, and Deutsche Bank Research Institute's Henry Allen,…
The 5.3% Ceiling: How the Bond Market Found Its Level, and What It Means Now
Last week handed bond investors a welcome turn. As Mike Dickson, Ph.D., Head of Research at Horizon Investments,…
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.
Fundamentals in Focus: Rubner's Case for Selective Conviction
After months defined by macro headlines, positioning resets, and shifting AI narratives, the catalyst calendar has rotated back…
The Market You Think You Own Is Not the Market You Own
Scott Rubner's latest Global Market Intelligence note from Citadel Securities arrives with a clear verdict: September was the reset, and Q4 is the reload. The framing is deliberate, the evidence substantial, and the implications for advisors and investors are considerable.
What Ends the Magnificent Seven's Run
Michael Hartnett, the strategist who coined the label, identifies two forces capable of breaking the AI trade: bonds and voters.
Headwinds, Inversions, and the Long Road Back: RBC GAM's Macro Update
RBC Global Asset Management Chief Economist Eric Lascelles delivers his latest #MacroMemo1 against a backdrop of compounding pressures:…
AI Needs Power. Power Needs Capital.
by SIACharts.com The 30-year Treasury yield has become one of the market’s more closely watched signals this week,…
The Asymmetry Has Changed: Scott Rubner's September Warning
In a closely watched note published August 31, 2026, Scott Rubner, Global Market Intelligence lead at Citadel Securities,…
Collateralized Loan Obligations: A Structured Credit Class Advisors Can No Longer Afford to Ignore
A new whitepaper from Meketa Investment Group cuts through the structural complexity surrounding collateralized loan obligations, making a…
The Next Phase of Broadening: HSBC AM Says the Equity Cycle Is Widening, but the Bar Is Rising
Equity markets have spent much of 2026 leaning on a single sturdy crutch: profits. In its August 2026…
The Minerals Beneath the Machine: What the IEA's 2026 Critical Minerals Outlook Means for Investors
The IEA's (International Energy Agency) Global Critical Minerals Outlook 20261 does not read like a research report. It…
Structure Is the Story: Rubner's 1H 2026 Review Says the Market Itself Has Changed
Citadel Securities' Scott Rubner opens his 21st semiannual Global Market Structure and Flows review1 with a deliberate inversion…
Tech Dominance Grows, But the Rest of the S&P 500 Is Quietly Building Its Case
by AdvisorAnalyst.com Editorial Team The AI trade runs on nerves. Every sharp pullback over the past few years…