Section
Behavioural Finance
34 posts
Alpha Architect's Wesley Gray: The Invisible Risks Inside Every Portfolio
Listen on The Move What if the portfolio your clients think they own is actually just an…
A Review of 1929
Nearly a century later, the crash has lessons for us.
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.
Portfolio Risk Management: Winning The Long Game (Chapter 5)
by Lance Roberts, RIA “How To Win The Long Game” is the final chapter of our series and…
Twenty-Five Years Off the Benchmark: Inker on Why 1999 Is Rhyming Again
In a new GMO white paper, 25 Years of Benchmark-Free Investing1, Ben Inker, Co-Head of GMO's Asset Allocation…
Where You Live Shapes What You Expect: Local Stock Returns and the Geography of Market Beliefs
by AdvisorAnalyst.com Editorial, September 14, 2026 Investor beliefs about the stock market are not formed in a vacuum.…
The Quiet Costs of Getting ETFs Wrong
The promise of ETFs is accessibility. Low cost, transparent, liquid, and easy to understand. But simplicity of structure…
The Rally Is Broadening. The Earnings Growth Isn't. Liz Ann Sonders on Which Breaks First.
In a wide-ranging conversation on Excess Returns with hosts Matt Zeigler and Justin Carbonneau, Schwab's Chief Investment Strategist…
Do Stocks Beat Treasury Bills? The Answer Isn't What You'd Think
Hendrik Bessembinder of Arizona State's W.P. Carey School of Business opens his landmark study, "Do Stocks Outperform Treasury…
The Cognitive Battlefield of Investing
by SIACharts.com The challenge facing anyone who manages a portfolio is not simply understanding markets; it is understanding…
Diversification's Vindication
How 2026 is proving the skeptics wrong, one asset class at a time
Capital, Conviction, and the Long View: Inside AGF Capital Partners' Platform
Listen on The Move What if the biggest edge in manager selection wasn't due diligence, but ownership…
What Really Matters: Howard Marks Cuts Through the Noise
Howard Marks, Chairman of Oaktree Capital Management, does not pull punches. In his November 2022 memo to Oaktree…
The Advisor's Job Is Changing. Som Seif Thinks That's a Good Thing
For decades, the investment industry had a fairly comfortable playbook. Build a diversified portfolio, own stocks and bonds,…
The Stealth Wealth Killer: Sequence of Returns Risk in a High-Inflation Retirement
Why the order of returns matters more than the average, and what the research actually says advisors should do about it now.
Returns Are a Commodity—Stop Selling the Plumbing
Listen on The Move If you couldn't talk about performance for 10 minutes, what would you tell…