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28558 posts
The Human Edge: Why Behavioral Finance Is the Advisor's Best Defense Against AI
Edmund Chien, behavioral finance coach and public speaker, cuts through the noise around AI to reveal what advisors should actually be building right now.
The Warsh Dividend: Why Bonds Are Back on the Table
Every so often, a structural shift in the institutional landscape demands that investors reconsider assumptions they have held…
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 Crowded Road to Small: Why Public Microcaps Deserve a Second Look
There is a striking paradox sitting in plain sight in the allocation decisions of sophisticated investors. The intellectual…
Fixed Income Finds Its Footing — But Discipline Defines the Winners
Schroders' US Multi-Sector Fixed Income Team sees income as the story, selectivity as the edge, and patience as the strategy
Oil Rebounds as Global Supply Risks Intensify
by Adam Turnquist, Chief Technical Strategis, LPL Research Oil has staged an impressive rebound this month as the conflict…
Agentic AI—The Killer Use Case for Blockchain and Crypto
To capture the AI growth opportunity today, most investors buy shares of AI-aligned companies and related verticals. But will the same playbook work for agentic AI? Sandy Kaul, Head of Digital Assets and Innovation explains.
The Eh-OK Consumer
by Craig Basinger, Chief Market Strategist, Purpose Investments Sneak peak – Our plan for next week’s ethos is…
The AI Bubble: When the Architecture Cracks
The technology is real. The financial scaffolding around it may not be. That distinction is the organizing insight…
Broadening Participation Could Matter More Than Big Tech Earnings
by SIACharts.com One of the more important developments this week may not be found in the headlines surrounding…
The World's Balance Sheet Is Bigger Than Ever. That's Not Necessarily Good News.
When $570 Trillion Tells Only Half the Story
The Passive Trap: How Index Investing Is Working Against Active Managers
Follow the Money: Why Capital Flowing Into Index Funds Is Quietly Undermining Active Fund Returns The Problem That…
You Can Run, But You Cannot Hide from Country Risk
Aswath Damodaran's 2026 country risk update is a masterclass in why global exposure demands more than a diversification prayer.
A unique market moment and the case for active judgment
by Martin Romo, Portfolio Manager, Chair & CIO of Capital Group We are living through an extraordinary market…
Imagining the Unthinkable for AI Investors
by Thomas Shipp, Head of Equity Research, LPL Research The most dangerous investment mistakes often begin with an…
Will Earnings Sustain Equities Momentum?
by Shannon L. Saccocia, Chief Investment Officer - Wealth, Neuberger Berman Amid a range of macro risks, investors…