Section
Strategy
2802 posts
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,…
The Folly of Trusting Your Own Mind With Money | Dr. Preet Banerjee
Listen on The Move Why does doing more research make investors more confident in the wrong decision,…
Charlie Munger's Uncommon Wisdom
For eighteen years, speeches, letters, and shareholder meetings captured a mind that built its edge not on information, but on how it was organized.
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.
Is AI Inflationary or Deflationary?
AI may lower prices long term, but today’s surge in investment is straining supply—posing a near-term inflation challenge for markets and the Fed.
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
Beyond the Mag 7: Why Janus Henderson Says It's Time to Look Elsewhere
This isn't a story about seven stocks. It's a story about what happens when advisors and investors finally…
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…
Water Is Not a Theme. It Is a Structural Trade.
The question Goldman Sachs Asset Management says it now hears from advisors and institutions around the world is…
The Portfolio You Built for Yesterday Won't Survive Tomorrow
by AdvisorAnalyst.com Editorial Team The investment playbook that generated strong returns from 2010 to 2024 is not the…
Two Centuries of Evidence: What History Really Says About Long-Term Returns
Deutsche Bank's sweeping new study spanning 56 economies and 200-plus years delivers some uncomfortable arithmetic for modern portfolios…
The Map Is Not the Trend: Why Chasing CTA Winners Across Asset Classes Fails
Here is a question that sounds reasonable on the surface. If commodities have been driving CTA performance since…
Tail Risk Is Not What You Think It Is
When volatility shifts, so does the probability of catastrophe. Ed Peters and Bruno Miranda of First Quadrant explain…
Value Stocks: The Cash-Flow Case for a Continuing Comeback
by Avi Lavi, Chief Investment Officer—Global and International Value Equities, AllianceBernstein Are value stocks finally turning the corner?…
PGIM Mid-Year 2026: A World Running Hot, With the Tail Risks to Prove It
The global economy is growing. Inflation is sticky. The Middle East is burning. And PGIM's mid-year outlook says: position carefully, because the base case and the worst case have rarely been this close together.
Macro outlook: Growth hinges on Iran war, AI rollout
by Darrell Spence, et al., Economist, Capital Group KEY TAKEAWAYS AI and the Iran war are pulling the…