Section
Asset Allocation
248 posts
The Wrapper Is Not the Strategy
ETFs are no longer products to pick. According to NBI’s Jean-Carlo Rouzier, they are the rails of the modern portfolio — and that changes everything.
Quick Thoughts: Bluer Than Blue—Investment Implications
Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute, examines the investment implications of the 2026 midterm elections, including political gridlock, interest rates, artificial intelligence and sector-specific opportunities.
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.
David Rosenberg: The Mania Nobody Will Name
David Rosenberg on Bubbles, Bonds, and a Generation Running Out of Time In a conversation that covers everything…
Fewer Couples, Thinner Returns: The Slow Variable That Just Sped Up
While markets obsess over artificial intelligence and fiscal sustainability, AllianceBernstein's Inigo Fraser-Jenkins and Robertas Stancikas turn to "something…
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.
Same Signal, Shifting Ground: Why RiverFront's Rules Still Point to a Grind Higher
Five weeks after its last read, RiverFront Investment Group finds the S&P 500 down just over one percent,…
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…
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…
Canada's Sleeping Giant
Mark Carney bets energy infrastructure can hold a fractured country together
The Illusion of Diversification: Why U.S. Equity Portfolios Are More Concentrated Than Investors Think
The S&P 500 has delivered strong headline returns in 2026, but a closer examination of what is driving…
The AI Investment Divide: Why the Gap Between the U.S. and Europe Is Widening Fast
In a sweeping new report published in October 2026, Apollo Global Management Chief Economist Torsten Slok, European Economic…
Four Stocks, One Yield, and the October 15 Reload
Twenty strategists on the U.S. equity market, and the two lines that decide the fourth quarter
Markets at the Crossroads: What J.P. Morgan's 4Q 2026 Guide Tells Advisors Now
J.P. Morgan Asset Management's latest Guide to the Markets 1 (U.S., 4Q 2026, as of September 30, 2026)…
When Everything Trades Together, Diversification Gets Harder
AllianceBernstein's Inigo Fraser-Jenkins on the portfolio risks of the AI era
Why the Smartest Money in the Room Still Can't Price AI
Howard Marks at the Qatar Economic Forum.
The Ballot Box Has Limits: What the U.S. Fiscal Clock Means for Portfolios
As midterm season returns and political commentary fills the airwaves, Meketa Investment Group's Global Macroeconomic Investment Committee offers…