Section
Indexing
59 posts
Portfolio Benchmarking: 5-Reasons Underperformance Occurs
by Lance Roberts, RIA When markets decline—especially after long periods of sustained growth—the familiar advice resurfaces: “Be patient.…
July 31, 2025
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Can the Magnificent Seven sustain their trajectory?
If history is any indication, there’s a really good chance we’ll experience some reversion to the mean, that may impact some, if not all of the Magnificent 7 stocks, whose valuations (and volatility) have soared in the recent past, not to mention broader markets, as well.
August 14, 2024
Benchmarking Your Portfolio May Have More Risk Than You Think
by Lance Roberts, RIA During ripping bull markets, investors often start benchmarking. That is comparing their portfolio’s performance…
May 29, 2024
Indexing Dilutes Capitalism
by Robert M. Almeida, Global Investment Strategist, MFS Investment Management Rob Almeida examines how indexation has amplified the…
February 22, 2024
Nobody Controls Risk in an Index
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. There has been much chatter over the past couple…
February 20, 2024
The Indexing Timebomb
by Jared Dillian, The 10th Man Last week, I spoke at the Mississippi CFA Society’s annual forecasting event.…
March 2, 2023
Opportunity Does Not Equal Attainment
by Anu Ganti, S&P Dow Jones Indices We’ve previously argued that most managers should prefer above-average correlation, because…
March 30, 2021