Section
Asset Allocation
226 posts
Looking Back, Looking Ahead (September 7, 2026)
The Bond Market Is Talking. Is Anyone Listening? The week ahead arrives with a cluster of data points…
Jeff Weniger: Big Wall of Worry, Fears, No Bubble. Not Yet.
Listen on The Move What if the firm disrupting the ETF industry launched 197 funds in its…
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.
Gold Is No Longer a Commodity: Five Forces Reshaping Strategic Portfolios
In a wide-ranging conversation on The Meb Faber Show,¹ Inigo Fraser-Jenkins, Chief Investment Strategist at AllianceBernstein, works through…
Three Reasons to Worry — Or Not: NBI's CIO Office Sizes Up the Bull Market's Soft Spots
The summer of 2026 ended better than it began. After a turbulent July, most equity markets rebounded in…
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 100-Year Portfolio: State of Mind vs. Allocation?
In a research paper published in August 2026, Inigo Fraser Jenkins of AllianceBernstein makes a provocative argument: the…
The Scientist at the Helm: CPP Investments’ CEO John Graham on Capital, Compounding, and the Limits of Diligence
When Nicolai Tangen, CEO of Norway's sovereign wealth fund, sits down with John Graham, CEO of CPP Investments,…
The Economics of Asset Allocation
by Carl Tannenbaum, Ryan Boyle, Vaibhav Tandon, Northern Trust Editor’s note: The Economics team benefits from a range…
A CIO's Framework for Tuning Out the Noise
Sadiq Adatia, Chief Investment Officer at BMO Global Asset Management, breaks down the five-lens process driving portfolio decisions…
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…
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…
Diversification's Vindication
How 2026 is proving the skeptics wrong, one asset class at a time
Flashing Yellow Light Guides Three Rules: RiverFront Holds the Line on Stocks Over Bonds
Seven weeks on from RiverFront's last checkpoint, the market has gone almost nowhere — and so have the…