Section
Risk Management
620 posts
KKR: The Toolkit Has to Expand
KKR's Henry McVey on what the next investing regime demands from every portfolio
Discipline Over Heroics: Why Avoiding Mistakes Matters More Than Making Brilliant Calls
Joseph Hosler of Auour Investments revisits a foundational investment text and finds its warnings more timely than ever.
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.
Margin Debt Risk: The Ratios That Mislead Investors
by Lance Roberts, RIA Margin debt just set another record. In May 2026, investors owed their brokers a…
The Sequence Tax: Why the First Five Years of Retirement Decide Everything
by AdvisorAnalyst.com Editorial Team Every retiree gets one shot at one sequence of returns. According to David Varadi,…
Two Heads, One Vote: The Quiet Arithmetic of Household Risk
by AdvisorAnalyst Editorial Team Here's something a lot of advisors have probably suspected for years, just never seen…
Aligned and Dangerous: J.P. Morgan's Cembalest on Anthropic's Mythos, Cyber Risk, and the New Multipolar AI Threat
by AdvisorAnalyst.com Editorial Team J.P. Morgan's Michael Cembalest doesn't reach for dramatic language lightly. When the Chairman of…
Tail Risk Is Not What You Think It Is
When volatility shifts, so does the probability of catastrophe. Ed Peters and Bruno Miranda of First Quadrant explain…
Brooke Thackray: Animal Spirits vs. Seasonal Rotation?
Listen on The Move The seasonal clock is ticking — and if history is any guide, the…
David Varadi: The Early Years of Retirement Are The Most Dangerous
Listen on The Move Every retiree gets exactly one shot at one sequence of returns — and…
Don't Look Down: What Man Group's Henry Neville Wants You to Know About Drawdowns
Every portfolio carries pain — the question is how much, how long, and whether it arrives alone or…
When Markets Break, Trend Followers Get to Work
A whitepaper from Meketa Investment Group lays out the mechanics, history, and portfolio logic of trend following — and why advisors should take a second look.
Why Half a Million People Trust PWL Capital CIO Ben Felix
Listen on The Move In this episode of Insight Is Capital, Pierre Daillie sit down with Ben…
The IPO Supply Shock Nobody Is Pricing In
by AdvisorAnalyst Editorial Team Three companies — SpaceX, OpenAI, and Anthropic — are expected to go public in…
Why Most Portfolio Manager Mistakes Seem Smart at the Time
by Carter France, Senior Investment Analyst, LPL Research Most portfolio manager mistakes don’t feel reckless when they’re initially…
What Is the Market Actually Thinking?
Gavekal's Louis-Vincent Gave Offers Five Uncomfortable Explanations