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Insight
21396 posts
International Equities: The Diversification Argument Has More Depth Than Most Investors Realize
In the second installment of a three-part series on international equities, Artisan Partners' Portfolio Perspectives team makes a…
U.S. Exceptionalism and Its Limits: Artisan Partners Maps the International Equity Cycle
The narrative around U.S. market dominance has a way of reasserting itself. International equities entered 2026 with momentum,…
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 $40 Billion Quarterly Shuffle: How Foreign Investors Are Sidestepping the U.S. Dividend Tax
Every three months, a pattern emerges in the U.S. ETF market so large and so reliable it can…
Equity Markets and the Weather: Escaping the Forecast Trap
by Chris Kotowicz, CFA, & Adam Yee, AllianceBernstein Come rain or shine, company research can help investors position…
The One Thing We Haven't Talked About
by Ed D'Agostino, Global Macro Update, Mauldin Economics “Economic progress is the work of the savers, of the…
Market Ethos: Yields, Tariffs, Seasonality and Flows
by Craig Basinger, Chief Market Strategist, & Derek Benedet, Portfolio Manager Purpose Investments This one likely has something…
Strong Jobs Report Raise Odds of Rate Hike
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios Before Friday’s…
Ecopetrol Keeps Outrunning Global Markets—Can the Rally Continue?
by SIACharts.com Ecopetrol S.A. ADR (NYSE: EC) has gained 3.61% over the past month, 10.40% over the past…
The Quiet 50% Return Nobody at the Beach Is Talking About | Meb Faber
Listen on The Move While everyone else was at the beach celebrating another S&P up year, global…
Who wants to be a billionaire?
The question sounds almost philosophical, but it carries real mathematical teeth: do you actually want to maximize your…
The Home Straight: Yields, Earnings, and the AI Economy in Focus
Deutsche Bank Research's September 2026 Monthly Chartbook, "The Home Straight,"1 arrives at a moment of unusual clarity and…
Anticapitalist Capitalism: When the Entrepreneur Becomes the Messiah
A New Ideology Is Reshaping How Capital Thinks About Itself
International equities: From value trap to value creation?
After years of lagging the US, international equity markets are showing signs of a structural shift. Corporate reforms, improving capital allocation and rising returns on equity could support higher valuations and create attractive opportunities for investors as profitability improves across key global markets, outlines Portfolio Manager Faizan Baig and Client Portfolio Manager Callum Rushforth.
The Soupe Du Jour is U.S. Bonds Yields
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “There is way too much unjustifiable pessimism…
UGP’s 112% Rally Isn’t Slowing: The Next Resistance Levels to Watch
by SIACharts.com Ultrapar Participações S.A. ADR (UGP) operates across several segments of Brazil’s energy and industrial economy. Through…