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Spotlight
240 posts
Markets Don't Wait: Larry Swedroe on Efficiency, Alternatives, and the Only Portfolio That Matters
by Editorial Team, AdvisorAnalyst The question Pierre Daillie puts to Larry Swedroe near the top of the conversation1…
They Have an Advisor. They Also Have a Finfluencer. Guess Who's Winning?
New research from NYU reveals that overconfident investors who use financial advisors are actually more susceptible to social media investment advice — not less.
The IPO Supply Shock Nobody Is Pricing In
by AdvisorAnalyst Editorial Team Three companies — SpaceX, OpenAI, and Anthropic — are expected to go public in…
The Dividend Trap: Why Investors Keep Arriving Late to the Defense Party
Morningstar's Dan Lefkovitz maps a familiar pattern — and its costly consequences
When the Decade Goes Missing
What 155 Years of Market History Tells Advisors About the Risk No One Talks About
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Still Too Hot
Schwab's Martin and Sonders on Inflation, the Fed's Next Move, and the Risks Building Beneath the Surface
Tom Lee: Markets Are Resilient, Sentiment Is Broken, and the IPO Wave Could Reshape Public Equities
Fundstrat's Tom Lee joins Meb Faber to dissect the S&P's path to 7,300, the collapse of sentiment as a signal, the incoming mega-IPO supply shock, the structural logic behind Granny Shots, and why blockchain is doing to banking what cellular did to long distance.
The Mega IPO Trap
Why SpaceX and OpenAI Could Cost Index Fund Investors Dearly
Canadian ETF Market Hits Record Pace as Equity Demand Dominates 2026 Flows
BMO GAM's Hilly Cutler on where investors are moving money, why fees have never mattered more, and the sector surprises defining this year's performance
Canada Holds the Line—Why the Bank of Canada Should Stay on the Sidelines
Andrew Kelvin of TD Securities makes the case for patience — and explains why two hikes by year-end is the wrong call.
When the Fear Gauge Broke the Factor
How rising volatility spike frequency is rewriting the momentum playbook
Diversification, Concentration, and the Case for Staying the Course
Charles Schwab's Liz Ann Sonders and Collin Martin unpack a market defined by earnings concentration, oil-driven volatility, and the enduring logic of portfolio construction.
Who Owns the Client Relationship Owns the Industry
BCG's Stark Warning to Every Asset Manager Still Betting on Performance
Everything in Its Right Place: Why a Falling-Apart World Demands a More Global Portfolio
Radiohead's fractured, disassembled opening to Kid A captured something in 2000 that portfolio managers are only now being…
Comfortably Numb: Why Investors Are Misreading the Stagflation Signal
Man Group's Henry Neville maps seven episodes across 150 years to reveal what actually works — and why 45 years of amnesia may be the greatest risk of all