Section
Risk Management
629 posts
Loss: Why Crashes, Timing & Valuations Matter (Chapter 3 of 5)
by Lance Roberts, RIA “Math of Loss” is chapter 3 of a 5-part series examining the narratives around…
The AI Buildout's Hidden Balance Sheet: What to Know About Data Center Finance
Stijn Van Nieuwerburgh, professor of real estate at Columbia Business School, presented a landmark analysis of the AI…
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.
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 Two-Economy Market
The New Frontier Investment Committee's second-quarter 2026 outlook, "A Market Ahead of Its Economy1,” draws a sharp and…
The Inflation Regime Has Changed. Has Your Portfolio?
HSBC Asset Management's multi-perspective report, "Investing Across a New Inflation Regime1,” marshals a foreword by Stephen D. King,…
Is the Biggest Investing Solution Becoming the Market's Biggest Problem?
Listen on The Move If markets no longer price value, then what's actually setting the price? Raise…
When Did Investors Actually Understand Risk?
A landmark new paper rewrites the history of financial thought.
The Ground Has Shifted: Meketa's Mid-Year Macro Reckoning
What began as a framework organized around four familiar themes has become something considerably more urgent. When Meketa…
Returns Are a Commodity—Stop Selling the Plumbing
Listen on The Move If you couldn't talk about performance for 10 minutes, what would you tell…
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.
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…