Section
Asset Allocation
210 posts
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.
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…
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…
"Simple, But Not Easy": BMO GAM Builds the Alts Model Portfolio the Industry Has Been Waiting For
The concept is straightforward. The execution is anything but. BMO Global Asset Management's new alternatives model portfolios—built exclusively for BMO Private Investment Counsel—represent a structural step-change in how institutional-grade alternatives get delivered to wealth management clients.
The Physical Economy Strikes Back: Why Commodities and Industrial Metals Belong in Every Serious Portfolio
By Pierre Daillie, AdvisorAnalyst The Iran war changed the conversation. In one geopolitical shock, commodities went from a…
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
Rotation, Int'l Stocks, Defense-Tech, Japan, USD and the Gold Gap | Jeremy Schwartz and Jeff Weniger
Listen on The Move While everyone is arguing about AI disrupting software stocks, WisdomTree's Jeremy Schwartz and…
Markets Tested as Iran Conflict Continues
LPL Research reviews how the Iran conflict is affecting markets, highlighting energy risks, market resilience, and what investors should watch in the weeks ahead.
Private Markets Are Reshaping Wealth — Are Canadian Portfolios Ready?
Listen on The Go If institutional investors have already shifted toward global diversification and private markets, why…
Market Internals: Stability Is the Headline. Repricing Is the Reality.
Thirty-one trading sessions into 2026, the S&P 500 looks steady. That’s the headline. But as Citadel Securities' Scott…
When Diversification Matters: The Case for Global Real Estate
Listen on The Move When equity markets grow concentrated and expensive, the real risk isn’t volatility —…
Five Questions into 2026: Discipline at the Edge of Euphoria
In their First Quarter 2026 note1, the Global Asset Allocation Team at Fidelity Investments Canada frame the moment…
Commodities, Reconsidered: From Tactical Trade to Structural Allocation
BMO Global Asset Management’s Bipan Rai on how allocations to broad commodities exposure can serve as a meaningful strategic diversifier in traditional portfolios.
Leslie Alba: Positioning Portfolios Purposefully—Lessons from CIBC AM's $90B Head of Portfolio Solutions
Listen on The Move Explore the evolving world of portfolio construction with Leslie Alba, CFA, CIBC Asset…
Improving On The Traditional 60/40 Allocation
by Ben Inker, Co-Head of Asset Allocation, Portfolio Manager, GMO LLC The traditional 60/40 portfolio (60% equities, 40%…
Spotting Unseen Risks in Portfolios
A look at the challenges of identifying hidden risks in investment portfolios, likening them to undetectable health crises.