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Spotlight
300 posts
Closing the Gap: Why Indexed Annuities Belong in the Retirement Conversation
The math of retirement has never been more unforgiving. Longer lifespans, compounding healthcare costs, and persistent market volatility…
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…
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 One Company Has Two Prices
SK Hynix's ADR premium is a window into something larger
The Changing Face of Emerging Markets, Technology & Commodities
Technology and commodities are reshaping one of the world's most misunderstood asset classes — and the implications for advisors and investors are significant.
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…
Europe Below the Surface: KKR's McVey Finds the Alpha Where the Map Runs Out
The default view on Europe has long been one of resignation. Modest growth. Structural drag. Coalition governments that…
Private Infrastructure: The Asset Class That Powers the New Economy
The world has been rewired. The infrastructure required to support it has not yet caught up. That gap…
"Hold the Dip": AQR Makes the Case Against the Market's Most Popular Mantra
Few investment instincts have captured the retail imagination as completely as "Buy the Dip." The idea is elegant…
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 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
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.
The Tax Alpha Gap: 260 Basis Points Hiding in Plain Sight
Listen on The Move What if the biggest drag on your client's wealth isn't the market —…