Section
Indexing
66 posts
Equal Weight Leads: The Market Got Wider, The Index Got Weaker
October delivered one of those months where the headline number lied. Astoria Investment Management's latest commentary, "Equal Weight…
Citadel's Rubner: Cautious Into Month-End, Constructive on What's Next
Writing from a multi-country global roadshow, Scott Rubner of Citadel Securities published his latest Global Market Intelligence report1…
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.
Passive in Name Only: Your Index Fund Just Made an AI Bet Without Asking You
Every allocator has a line item marked "passive equity" — the boring bucket that doesn't eat into the…
SpaceX and the Mega-IPO Problem: Index Providers Split on the Rules
A nine-week winning streak for the S&P 500 ended last week, and the proximate causes — a sharp…
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.
Ron Landry: Where is all the ETF money going?
CIBC Mellon's Ron Landry sees every dollar entering the Canadian ETF market. What he sees right now should reframe how advisors think about product selection, client education, and the regulatory cost burden quietly accumulating on their clients' statements.
Index Choice Is an Investment Decision
Why the construction methodology behind your ETF matters as much as the ETF itself
The IPO Supply Shock Nobody Is Pricing In
by AdvisorAnalyst Editorial Team Three companies — SpaceX, OpenAI, and Anthropic — are expected to go public in…
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.…
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.
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…
Indexing Dilutes Capitalism
by Robert M. Almeida, Global Investment Strategist, MFS Investment Management Rob Almeida examines how indexation has amplified the…
Nobody Controls Risk in an Index
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. There has been much chatter over the past couple…
The Indexing Timebomb
by Jared Dillian, The 10th Man Last week, I spoke at the Mississippi CFA Society’s annual forecasting event.…
Study the Performance of Global Size Benchmarks
by Rachel Du, S&P Dow Jones Indices The S&P Global BMI serves as a benchmark that measures global…
Happy Birthday to Low Vol and High Beta!
by Fei Mei Chan, S&P Dow Jones Indices The S&P GSCI will commemorate its 30th anniversary in April…