Section
Stocks
3998 posts
Trade Risks, Rising Costs, and the AI Inflection: What's Changed and What Hasn't
When President Xi Jinping arrived in Washington last week for his first state visit in a decade, markets…
The Hidden Factor: How AI Is Rewriting the Rules of Portfolio Diversification
The River Never Runs Twice Ulrike Hoffmann-Burchardi has spent most of her professional life studying what comes next.…
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 Energy Trade Is Changing: David Szybunka Makes the Case for Going Against the Grain
Six Years In, The Clock Is Still Running When David Szybunka, portfolio manager at Canoe Financial, last appeared…
Investor Optimism Wins As An Investment Strategy
by Lance Roberts, RIA The headlines have never sounded scarier, and the market keeps setting records, which is…
No Country for Old (or Young) Men
by William Smead, Chief Investment Officer of Smead Capital Management Dear fellow investors, One of my favorite movies…
October Could Bring New Market Surprises — Here's What to Watch
The macro calendar has cleared, and the real tests are about to begin. In their latest research note,…
When Attention Becomes a Market Signal
What retail and institutional focus patterns reveal about near-term returns — and why the difference matters for advisors.
Europe's New Investment Geometry: Defense, Divergence, and the Barbell Portfolio
Europe is undergoing what Jitania Kandhari, Deputy CIO of Morgan Stanley Investment Management's Solutions and Multi-Asset Group, calls…
Tech Dilution Is Quietly Coming Back
How share-based compensation is eroding shareholder value across software, internet, and Big Tech
Investors are Watching Oil, Geopolitics and AI, but Mostly Growth
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “For sure, the market has been wacky…
Alpha Architect's Wesley Gray: The Invisible Risks Inside Every Portfolio
Listen on The Move What if the portfolio your clients think they own is actually just an…
The Signal That Ends the AI Boom Is Not the One Most Investors Are Watching
The question is not whether the AI boom ends. The question is which of four distinct paths it…
A Catalyst for the AI Bubble Break
by Ben Inker and John Pease, GMO LLC Executive Summary As the AI build-out attracts extraordinary amounts of…
Why ex-U.S. equities may be fertile ground for factor investing
As investors reassess opportunities across global equity markets, Portfolio Managers Benjamin Wang and Zoey Zhu explore the characteristics that may make developed markets outside the U.S. a compelling environment for a disciplined multi-factor approach.
Headwinds, Inversions, and the Long Road Back: RBC GAM's Macro Update
RBC Global Asset Management Chief Economist Eric Lascelles delivers his latest #MacroMemo1 against a backdrop of compounding pressures:…