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Insight
21516 posts
When Strong Earnings Meet Crowded Markets
In this article, Russ Koesterich looks at the strong second-quarter earnings season and discusses why positioning mattered as…
Taking the punchbowl away from the party
by Richard Bernstein, Global Head of Macro & Customized Investing, Janus Henderson The U.S. economy remains stronger than many investors…
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.
Stock Market’s Wall of Worry Gets Taller
LPL Research explores how geopolitical tensions, higher interest rates, and AI investment are adding to the stock market’s wall of worry.
Market Ethos: Hot in Herre
by Craig Basinger, Chief Investment Strategist, Purpose Investments Last week, we took a break from talking about yields…
Manulife Stands Out While Insurance Stalls in Neutral
by SIACharts.com Manulife Financial Corporation (MFC.TO) ranks 10th of 62 stocks in the SIA S&P-TSX 60 Index Report,…
Seen, Heard, Understood—The 93% of Wealth Advice That AI Won't Disrupt
Listen on The Move What if the most powerful skill in wealth management has nothing to do…
Trade Risks, Rising Costs, and the AI Inflection: What's Changed and What Hasn't
When President Xi Jinping arrived in Washington last week for his first state visit in a decade, markets…
The Hidden Factor: How AI Is Rewriting the Rules of Portfolio Diversification
The River Never Runs Twice Ulrike Hoffmann-Burchardi has spent most of her professional life studying what comes next.…
The Energy Trade Is Changing: David Szybunka Makes the Case for Going Against the Grain
Six Years In, The Clock Is Still Running When David Szybunka, portfolio manager at Canoe Financial, last appeared…
Investor Optimism Wins As An Investment Strategy
by Lance Roberts, RIA The headlines have never sounded scarier, and the market keeps setting records, which is…
No Country for Old (or Young) Men
by William Smead, Chief Investment Officer of Smead Capital Management Dear fellow investors, One of my favorite movies…
October Could Bring New Market Surprises — Here's What to Watch
The macro calendar has cleared, and the real tests are about to begin. In their latest research note,…
When Attention Becomes a Market Signal
What retail and institutional focus patterns reveal about near-term returns — and why the difference matters for advisors.
NVIDIA’s Relative Strength Is Surging. Can the Stock Clear Resistance?
by SIACharts.com NVIDIA Corporation (NVDA) ranks 61st of 504 stocks in the SIA S&P 500 Index Report, placing…
The Kids Are Alright: What the Data Actually Says About Young People and Money
BCG's Centre for Macroeconomics delivers a counter-narrative on generational wealth that advisors and investors need to hear.