Section
Asset Allocation
205 posts
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 —…
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
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.
The Mag 7 Has a Capital Expenditure Problem
by Jeff Weniger, CFA Head of Equity Strategy, Kevin Flanagan Head of Fixed Income Strategy, WisdomTree The AI…
Early Market Keys to 2026
In a year that could easily be defined by a few different words capital markets have plugged along. LPL Research examines their keys to 2026.
Tech selloff amplifies the case for diversification
by Brian Levitt, Global Market Strategist and Head of Strategy & Insights, & Benjamin Jones, Global Head of…
Asset Allocation Is Easy in Theory, Difficult in Practice
by Ben Inker, GMO LLC In theory, growing a pool of wealth over decades — whether for a…
Future-Proof Wealth: How First Avenue is Redefining Wealth Management Advice
Listen on The Move In a world where ego often overshadows insight, First Avenue’s Kash Pashootan and…