Section
Markets
28673 posts
The Balance of Flows Is Shifting: Why August's Buyer List Is Growing
Citadel Securities' Scott Rubner maps ten converging forces that are quietly shifting August's flow asymmetry in favour of equity buyers.
The Coming AI Crash? Why the Plutonomy Is Running Out of Road
A new working paper from the Levy Economics Institute, "Plutonomy — the AI Edition — and the Coming…
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 Broadening Out
When Big Tech Cheapens and the Rest of the World Catches Up
3 things to consider when investing in concentrated markets
by Kathrin Forrest, Equity Investment Director, Capital Group Market concentration across global equity benchmarks has become a key…
Lacy Hunt Turns Bearish Bonds: Studying His Reversal
by Michael Lebowitz, RIA Economist Lacy Hunt has been a bond bull longer than most money managers have…
A Tale of Two CTAs
by Michael McClain, Alternative Investment Research Analyst and Due Diligence, LPL Research Depending on the lookback period, it…
The Misery Index Eases Pressure on the Fed
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “As predicted, the summer lull for stocks…
The Cognitive Battlefield of Investing
by SIACharts.com The challenge facing anyone who manages a portfolio is not simply understanding markets; it is understanding…
When Families Finally Talk About Money
The conversation most advisors avoid is the one Traci Garnett-Froscheiser has made the foundation of her entire practice.
The Regime Has Changed: What Financial Markets Are Telling Us About Supply-Side Risk
A new research letter published August 10, 2026, by the Federal Reserve Bank of San Francisco is worth…
Of Scalpels, Spice, and Smoothies: How RiverFront Thinks About Stocks vs. ETFs
Three analogies clarify a question every advisor and portfolio manager faces.
Convergence Investing Comes of Age: BMO Strategic Equity Yield Fund at Three Years
Listen on The Move Three years ago, BMO Global Asset Management (BMO GAM) launched a fund that…
A CIO's Framework for Tuning Out the Noise
Sadiq Adatia, Chief Investment Officer at BMO Global Asset Management, breaks down the five-lens process driving portfolio decisions…
A Better 60/40? Simplify Asset Management Makes the Case for Collars
The traditional 60/40 portfolio has long served as the default architecture of balanced investing. But Ken Miller, CFA,…
Korea: Where Industrial Might Meets Financial Ambition
In a new research note published August 10, 2026, Deutsche Bank strategists Perry Kojodjojo and Chen Kan lay…