Section
Asset Allocation
188 posts
Diversification Reimagined: Building Resilient Portfolios with NEPC’s Playbook
In the investing world, diversification is often treated as a checkbox—something to do, but not deeply understood. Yet,…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
When $9 Trillion Gets Cold Feet: Rupert Mitchell on the Great Unwind of America’s Market Dominance
“You’ve got $9 trillion worth of European pension money sitting in US equities… try parking a trillion dollars…
Diversification vs. the Siren's Song
by Richard Bernstein, Richard Bernstein Advisors 25 years ago I wrote a book called “Navigate the Noise” that…
Elbows Up: Fidelity's Strategic Pivot Amid US Policy Uncertainty | Ilan Kolet on Global Outlook
Listen on The Move Summary In this timely episode of Insight is Capital, Pierre sits…
Denise Chisholm: Extreme Moves, Rare Signals & What's Next?
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Markets are built on uncertainty, but some weeks…
Navigating Strategic and Tactical Investment Horizons: The Differences
LPL Research discusses the distinct nature of investment horizons and examines when and why strategic and tactical perspectives…
Unpacking 2025 with Fidelity’s Ilan Kolet
As markets charge into 2025, investors and advisors are grappling with a complex web of macroeconomic forces—policy uncertainty,…
Strategic Asset Allocation 2025: A 3-to-5-Year Perspective of Markets
by George Smith, Portfolio Strategist, LPL Research As we move deeper into 2025, LPL Research's Strategic and Tactical…
Adam Turnquist: Updated Sector Views
by Adam Turnquist, Chief Technical Strategist, LPL Financial Equity markets are off to a solid start in 2025.…
Beyond 60/40: How the RGBM ETF Helps Investors Keep Their Core and Expand Returns
For decades, investors have faced a fundamental challenge: how to effectively diversify their portfolios without sacrificing returns. The…
Prometheus Research: Are Markets overestimating 2025 Investment Opportunities?
Listen on The Move What does 2025 have in store for investors? Join us as we…
Reflecting on 2024 – Awesome Returns, Surprising Resilience
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Let us all raise a glass and give a…
Economic outlook: Global growth dependent on a resilient U.S.
by Rob Lovelace, Jared Franz, John Queen, Capital Group KEY TAKEAWAYS U.S. economy is benefiting from a strong…
Women & Alts: A Global Perspective with Barbara Stewart
Listen on The Move In this episode of Insight is Capital, Pierre Daillie welcomes Barbara Stewart, CFA,…
Howard Marks: Ruminating on Asset Allocation
by Howard Marks, Vice Chairman, Oaktree Capital When I travel to see clients and spend entire days discussing…
