Section
Insight
21048 posts
The Long View: Not a Straight Line
ClearBridge Investments: Although markets often pause to digest after large gains, history suggests these episodes usually prove fleeting, meaning major indexes could move higher in the second half of 2026.
US Equities: What’s Hiding Beneath the Market’s Headline Returns?
by Walt Czaicki, CFA, Senior Investment Strategist—Equities, & Bryan Chang, Investment Strategist—Equities, AllianceBernstein Investors who look below the surface…
BlackRock Q2 2026 Equity Market Outlook: Rotation, Recalibration, and the Case for Active Management
The opening months of 2026 have forced a reassessment of assumptions that defined equity markets in recent years.…
What 55 Years of Doing Nothing Teaches Investors About the S&P 500
New research from Hendrik Bessembinder shows that simply holding S&P 500 stocks without trading rivals the live index over five decades, but how you build the portfolio and which stocks you concentrate in matters enormously.
Snap-on Quietly Outpaces the S&P 500—Can It Keep Climbing?
by SIACharts.com Snap-on Inc. has continued to strengthen its relative position within the SIA S&P 500 Index Report,…
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
Larry Adam: Investing outlook: strength, surprises and the road ahead
Raymond James Chief Investment Officer Larry Adam shares key drivers shaping markets and the economic outlook.
The World Didn’t Break: 2026 Mid-Year Investment Outlook
Midway through 2026, Franklin Templeton Institute’s Global Investment Outlook framework remains a valuable lens—but the landscape has shifted.
Margin Debt Risk: The Ratios That Mislead Investors
by Lance Roberts, RIA Margin debt just set another record. In May 2026, investors owed their brokers a…
Midyear Outlook 2026: Key Takeaways for the Second Half
by Jeff Buchbinder, Chief Equity Strategist, LPL Research Additional content provided by Brian Booe, Associate Analyst, Research. Over…
eBay Climbs Into the Market’s Top Tier as 50% One-Year Rally Builds Momentum
eBay Inc. has shown mixed but generally improving relative strength within the SIA S&P 500 Index Report, currently ranking...
More Crude, Less Concern: Goldman Sachs Cuts Recession Risk as Oil Shock Fades
Jan Hatzius sees a cleaner macro path ahead, but the road remains narrow.
The Expanding Universe: Graham Capital Revisits the Case for Market Diversification in Trend Following Strategies
by AdvisorAnalyst.com Editorial Team Graham Capital Management's May 2026 research note, "An Expanding Market Universe,"1 returns to a…
The 60/40 Is Not Dead. But Stagflation Demands a Smarter Version of It.
Duncan Lamont of Schroders maps a century of data and identifies the precise adjustments that tilt the odds in investors' favour.
From Laggard to Leader: ManpowerGroup Flashes a Powerful Buy Signal
by SIACharts.com ManpowerGroup Inc. (MAN) has been demonstrating notable relative strength, climbing 199 positions in the SIA Russell…
The Everything Code: Raoul Pal's Framework for Why Debasement, Not Inflation, Is the Number That Matters
by AdvisorAnalyst.com Editorial Team Raoul Pal opens with a diagnosis most working professionals feel but few can articulate.…