Section
Balanced Asset Allocation
45 posts
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.
Smoke on the Water…Fire Under the Surface
Notwithstanding developments in the Iran conflict, there are important leadership shifts still at play within the equity market, which emphasize the importance of diversification.
GS: When Trillions Rotate Into Billions
Commodities are off to a volatile start in 2026. But Goldman Sachs’ Daan Struyven argues1 the move isn’t…
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.
Does your balanced fund have these three key essentials?
Portfolio Managers Greg Wilensky and Jeremiah Buckley discuss what they consider the three essential elements of an effective balanced strategy and highlight trends to watch in equities and fixed income in 2026.
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
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…
Bull Market Genius Is A Dangerous Thing
by Lance Roberts, RIA During extended upward-trending markets that reward risk-takers and punish caution, everyone is a “bull…
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%…
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…
Building Portfolios That Never Say Sorry with Kinsted's Brent Smith
Listen on The Move 🎧 Episode Overview In this illuminating episode of Insight is Capital, host Pierre…
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.
A Second Opinion on the 60/40 Default
by Ben Inker, GMO LLC Asset Allocation Is Easy in Theory, Difficult in Practice In theory, growing a…
Time to Take Another Look at Alternatives
by Asset Allocation Team, GMO LLC Some investors still shudder when they consider their experience with hedge funds.…
From US Exceptionalism to Canadian Realism—Fidelity's Global Recalibration | Ilan Kolet
Listen on The Move “Things are priced for perfection—but the world isn’t perfect.” — Ilan Kolet What…
Rethinking Risk and Closing the Gap: What Really Trips Investors Up
When it comes to investing, there are two stories we’ve all been told. The first: you have to stay invested at all times or risk “missing the best days.” The second: investors are their own worst enemies, constantly sabotaging their returns.