Section
Strategy
2930 posts
Defense, Space, and the Rise of the Neo Prime
Kirsten Bartok Touw, co-Founder and Managing Partner at New Vista Capitall, on investing at the intersection of geopolitics, technology, and private markets.
CIO Perspective: AI, the Fed and Market Opportunities
by Rick Rieder, Senior Managing Director, CIO, Global Fixed Income, BlackRock Are there more stars in the sky…
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.
Forty Trillion Reasons the Fed and Treasury Are at Odds
On Investing, the weekly markets podcast from Charles Schwab hosted by Chief Investment Strategist Liz Ann Sonders and…
Hubert Marleau: A Critical Week
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “Thirty years ago, the then Fed Chairman Alan Greenspan…
When the Asset Stays but the Tax Bill Arrives
Using permanent life insurance for estate liquidity in Canada
The great inversion: Investment opportunities amid a new paradigm
For two decades, the United States consumed and China built. That division of labor has not merely evolved — it has inverted. The investment map drawn for the early 2000s no longer describes the next decade.
U.S. vs. China: Who’s winning the AI race?
by Mark Casey, Winnie Kwan, Sugi Widjaja, & Jared Franz, Capital Group KEY TAKEAWAYS U.S. AI models seek…
Collateralized Loan Obligations: A Structured Credit Class Advisors Can No Longer Afford to Ignore
A new whitepaper from Meketa Investment Group cuts through the structural complexity surrounding collateralized loan obligations, making a…
The Rally Is Broadening. The Earnings Growth Isn't. Liz Ann Sonders on Which Breaks First.
In a wide-ranging conversation on Excess Returns with hosts Matt Zeigler and Justin Carbonneau, Schwab's Chief Investment Strategist…
Did America Just Become a Nation of Luddites?
by Frank Holmes, CEO, CIO, U.S. Global Investors Something strange has been happening in America lately. The Wall…
Back to Cloud Nine? The Market Is Asking the Wrong Question About AI
In a recent note from Citadel Securities' macro series, "Back to Cloud (Nine?)"1, published August 17, 2026, Nohshad…
The Right Tail Is Not a Hunt — It's a Hold
Most wealth in equity markets is created by a handful of companies. The question is whether investors are…
When Policymakers Blink, Markets Remember
In a candid and structurally wide-ranging note published August 24, 2026, Nohshad Shah of Citadel Securities examines three…
The Ownership Economy: Why Capital Now Outranks Effort
What Kyla Scanlon's Most Ambitious Dispatch Reveals About the Structural Fault Lines Advisors Can No Longer Ignore
The Illusion of Diversification: Why AI Has Rewritten the Rules of Portfolio Construction
For decades, the asset class pie chart has served as the visual shorthand for prudent portfolio construction. Five…