Section
Insight
21287 posts
China's Long Game: Doomberg on the Energy Chess Match the West Doesn't Know It's Playing
There is an old joke about the person who loses a chess match in twelve moves and spends…
AI at 70: Fourteen Lessons, and What They Ask of Advisors
Seventy Candles Seventy years after a summer workshop at Dartmouth College gave the field its name, artificial intelligence…
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.
The Cartographer Returns: Reading MUFG's Atlas of 2026
Maps that matter for markets in 2026
The Bull Broadens: Timmer Sees Market Leadership Expanding Beyond the Magnificent Seven
In his August 17, 2026 commentary for Fidelity Investments Canada1, Jurrien Timmer, Director of Global Macro at Fidelity,…
Mackenzie's Lesley Marks on What Markets Are Telling You Now
A mid-year reality check on earnings, the Fed, hyperscaler fatigue, and where the real opportunities lie for the…
The Inflation Component Markets Chose to Ignore
A market braced for hawkish surprises got the opposite. Last week's inflation data — both CPI and PPI…
The Long and Winding Stock Market Road
by Bill Smead, CIO, Smead Capital Management Dear fellow investors, The long and winding road that leads to…
ASML Is Crushing the Nasdaq: 143% Gains, a Perfect Score, and More Upside Ahead?
by SIACharts.com ASML Holding N.V. ADR (NYSE: ASML) has achieved a perfect SIA SMAX Score of 10 out…
When Everybody Is on the Same Side of the Trade | David Rosenberg & Richard Bernstein
The AI Bubble, the Credit Market Signal, and What David Rosenberg and Richard Bernstein Own Instead
The Scientist at the Helm: CPP Investments’ CEO John Graham on Capital, Compounding, and the Limits of Diligence
When Nicolai Tangen, CEO of Norway's sovereign wealth fund, sits down with John Graham, CEO of CPP Investments,…
Winning the Rally, Losing the Decade
Luke Gromen on the great monetary regime shift, why long bonds are certificates of confiscation, and how to position for the decade ahead
Micro Over Macro
by Chris Galipeau, Head Market Strategist, Franklin Templeton Institute Macro Our real gross domestic product (GDP) forecast for…
The Economics of Asset Allocation
by Carl Tannenbaum, Ryan Boyle, Vaibhav Tandon, Northern Trust Editor’s note: The Economics team benefits from a range…
The Fixer-Upper Trade: Why International Equities Still Have Room to Run
by Craig Basinger, Chief Investment Strategist, Purpose Investments In 2024, America dominated global equities. In 2025 it was…
Fantastic Earnings, Fragile Expectations, and a Fed in Transition: Richard Clarida on What Comes Next
Charles Schwab's Liz Ann Sonders and Collin Martin sit down with former Federal Reserve Vice Chairman Richard Clarida1…