Section
Strategy
3105 posts
When One Stock Moves a $68 Billion Portfolio
A new analysis from Markov Processes International1 connects Harvard's headline-making 27.1% endowment return to a single, decisive driver:…
The Rotation Is Real: Dividend Stocks Surge as Investors Redirect Return Expectations Beyond the AI Trade
Strong macro fundamentals and broadening market participation are signaling a new phase for diversified portfolios The AI trade…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
The Treasury Market Matters More Than the Next Fed Move
by Chris Fasciano, Chief Market Strategist, Commonwealth, LPL Financial Today's blog is written by Chris Fasciano, chief market…
Ride the Bubble, Watch the Generals
Dirk Willer, Head of Global Macro, Asset Allocation and Emerging Markets Strategy at Citi, joined Meb Faber on…
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 Midterm Market Effect
Franklin Templeton Institute’s Chris Galipeau examines historical market performance under a Republican US president and different compositions of Congress.
The AI Buildout Is Not Adding to the Economy. It Is Restructuring It.
Announced capital spending across major U.S. technology companies now points to more than $1 trillion in desired annual…
Cheap Tokens, Scarce Compute: The Investment Divide at the Heart of the AI Boom
In a pointed analysis published October 28, 2026, Frank Flight of Citadel Securities Global Macro Strategy draws a…
Bonds, AI, and a bull market that has kept going
by Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights, Invesco Key takeaways Treasuries haven’t appeared…
Yields, Leverage, and the Quality Hunt: What Markets Are Telling Investors Right Now
In one of the more instructive trading weeks of the year, the bond market delivered a lesson in…
Twenty-Five Times the Odds: What Happens When Advisors Bring Up Retirement First
A peer-reviewed study published in the Review of Finance1 (Volume 30, Issue 5, 2026) delivers some of the…
Where Conviction Meets Its Price: BMO GAM's Adatia on AI, Oil, and the Mega-Merger Markets Are Watching
In his weekly commentary dated October 26, 20261, BMO Global Asset Management CIO Sadiq Adatia confronts a question…
Some Benefits of Defense Spending
Military investments may have a positive multiplier.
When the Coworker Is an Algorithm: What Agentic AI Means for Banks, Advisors, and Investors
The banking industry's next AI transition has already begun, and it does not look like anything that came…
ETF Flows Tell You What Investors Are Doing, Not Whether They're Doing It Right
Listen on The Move Canada's ETF market just hit $1 trillion in assets — but record flows…
Jurrien Timmer: Upstairs Downstairs (10/26/2026)
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Price discovery never rests For the DCF model, the…