Section
Insight
21177 posts
Tech's Debt Reckoning
The AI spending boom is quietly rewriting the rules of risk in the world's most closely watched sector
When Did Investors Actually Understand Risk?
A landmark new paper rewrites the history of financial thought.
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.
Canada's Economy Shows Resilience as Q2 Growth Outpaces Forecasts
Canada's economy delivered a stronger-than-expected performance in May, adding fresh evidence that growth rebounded solidly in the second…
There’s more to growth than AI
by Richard Bernstein, Richard Bernstein Advisors, Janus Henderson For many of the past several years, investor enthusiasm has…
Inner Workings of Active Passive
by Brett Gustafson is an Associate Portfolio Manager, Purpose Investments It has been about three years since we…
July FOMC Recap—More Bark Than Bite?
The Fed held rates steady today as Chair Warsh’s tough talk on inflation failed to translate into action.
Geography, Geopolitics, and Gamesmanship Leave Little Room for Error in Energy Markets
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Energy’s Rally Comes with a Yield Bonus Worth Noting
by SIACharts.com The S&P/TSX Composite Index has been getting attention for its record highs this month, and energy…
The Wisdom at 80: Howard Marks on AI, Uncertainty, and the Art of Thinking Differently
By AdvisorAnalyst.com Editorial | July 2026 Howard Marks does not waste words. The chairman and co-founder of Oaktree…
ICYMI: Who Is Satoshi? A Year-Long Investigation Narrows to One Name
Bitcoin's founding mystery has outlasted 17 years, more than 100 named suspects, and at least two high-profile media attempts at resolution.
When the Alarm Has Been Wrong — and When It Isn't
A New Lens on the CAPE Ratio Changes What Advisors Should Think About Equity Valuations Today
Can Hyperscalers Earn Their AI Ambitions?
LPL Research explores whether hyperscalers can generate attractive returns on massive AI investments through a framework focused on ROIC, growth, and capex.
Strong fundamentals mask rising geopolitical risk
by Larry Adam, CIO, Raymond James Review the latest Weekly Headings by CIO Larry Adam. Key takeaways: With…
Diversification Circa 2026
by Bill Smead, CIO & Cole Smead, CEO, Smead Capital Management Most of the studies we’ve seen argue…
Flashing Yellow Light Guides Three Rules: RiverFront Holds the Line on Stocks Over Bonds
Seven weeks on from RiverFront's last checkpoint, the market has gone almost nowhere — and so have the…