Section
Strategy
2875 posts
Volatility Isn't Always a Warning Sign
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments The market has felt unusually jumpy lately. One…
A Rare Signal: What the U.S.-Japan Currency Intervention Means for Portfolios
The yen has become a release valve. That is Bipan Rai's assessment, and the implications extend well beyond…
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 Great Rotation: Momentum, Valuation, and the Emerging Opportunity Set
The investment landscape is undergoing a structural realignment — one that rewards diversification for the first time in…
The Gap That Keeps Growing: What Morningstar's 2026 Investor Return Study Tells Advisors
There is a persistent, measurable, and largely self-inflicted tax that investors continue to pay on their own returns.…
Broad Conviction in a Narrow Market
Brendan Ryan, CFA of Algorithmic Investment Models offers a disciplined read on a quarter defined by concentration risk, AI euphoria, and the quiet case for diversification.
Two Timely Ways to Diversify Beyond Mega-Cap Tech Right Now
The concentration risk embedded in most equity portfolios today is no longer a theoretical concern. Recent weeks have…
Settling Into a New Equilibrium: Confluence's Q3 2026 Playbook for a Broadening Market
The Asset Allocation Committee at Confluence Investment Management opens its third quarter 2026 outlook1 with a diagnosis that…
Private Longer, Public Later: What Vanguard's 2026 Midyear Update Means
The center of gravity in equity markets has shifted. That is the central argument in Vanguard's 2026 private…
The Risk That Isn't in the Retirement Plan: Markets Recover, Cyber Fraud Doesn't
Listen on The Move Markets can recover from a downturn. Your retirement cannot recover from cyber fraud.…
The Upsidedown: Whitney Baker's Case That the AI Bubble Is Already Collapsing Under Its Own Weight
A liquidity contraction is underway. The financial engineering holding the AI buildout together is beginning to fray. And…
Passive in Name Only: Your Index Fund Just Made an AI Bet Without Asking You
Every allocator has a line item marked "passive equity" — the boring bucket that doesn't eat into the…
Beyond Silicon Valley: Where AI Value Is Really Created
by Divya Mathur, Managing Director, Portfolio Manager, Emerging Markets, Franklin Templeton Key Takeaways We believe the AI opportunity…
Build a Better Path, Part Two: Three-Dimensional Investing
by Richard A. Brink, CFA, Market Strategist—Client Group, AllianceBernstein To pursue a better return path, think better betas,…
Build a Better Path Part One: What’s Past Is Prologue
by Richard A. Brink, CFA, Market Strategist—Client Group, AllianceBernstein In the first of a two-part episode, market history…
Bonds In Your Portfolio: Why Ditching Them Is The Wrong Move
by Lance Roberts, RIA Lately, it seems like you can’t open a financial publication without stumbling across another…