Section
Multi-asset
86 posts
Diversification All the Way Down: Why the Only Free Lunch Still Needs a Better Menu
Factor investing has long promised diversification. What it has too often delivered is a different kind of concentration.…
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…
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.
The Tax Alpha Gap: 260 Basis Points Hiding in Plain Sight
Listen on The Move What if the biggest drag on your client's wealth isn't the market —…
The Perfect Hedge Doesn't Exist. Build It Anyway.
One River Asset Management makes the case that imperfect risk mitigation still meaningfully outperforms doing nothing.
Multi-Asset Midyear Outlook: Fortitude Amid Disruption
by Daniel Loewy, CFA, Chief Investment Officer and Head—Multi-Asset and Hedge Fund Solutions, Karen Watkin, CFA, Portfolio Manager—Multi-Asset…
AI Is the Economy Now. Everything Else Is Noise.
by AdvisorAnalyst.com Editorial Team The U.S. economy entered the second half of 2026 not on the strength of…
"Simple, But Not Easy": BMO GAM Builds the Alts Model Portfolio the Industry Has Been Waiting For
The concept is straightforward. The execution is anything but. BMO Global Asset Management's new alternatives model portfolios—built exclusively for BMO Private Investment Counsel—represent a structural step-change in how institutional-grade alternatives get delivered to wealth management clients.
Meb Faber: Do What Warren Does, Not What He Says
Buffett's famous advice is simpler than his actual record. Meb Faber wants investors to notice the difference.
The Diversifier That Outperformed Bonds Every Time
The 60/40 portfolio had one job. Stocks for growth. Bonds for ballast. For the better part of four…
Most Investors Have No Idea Their Portfolio is Missing This.
Listen on The Move Most advisors have zero alternatives in their portfolios — and their clients are…
KKR's McVey: Muddle Through, Not Meltdown — But Don't Get Comfortable
Henry McVey and KKR's Global Macro team have updated their U.S. forecasts in response to the Iran conflict, Strait of Hormuz disruption, and compounding macro crosscurrents. The base case is not catastrophe — but the distribution of outcomes has widened, traditional diversification is breaking down, and markets may be materially underpricing the risks ahead.
Global Balanced portfolio manager recognized by Barron’s
by Capital Group Hilda Applbaum, a founding member of the portfolio management team behind Capital Group Global Balanced…
Which Defensive Investment Strategies Actually Work?
The evidence on which portfolio protection strategies actually hold up — and which are myths dressed in modern market experience
BMO GAM 2026 Outlook: Five Themes, Many Threads
BMO Global Asset Management (BMO GAM)’s January 2026 Market Outlook1, delivered by Chief Investment Officer Sadiq Adatia, opens…
Multi-Asset 2026 Outlook: Navigating Key Controversies
by Daniel Loewy, CFA, Caglasu Altunkopru, Aditya Monappa, CFA, AllianceBernstein Active multi-asset strategies should embrace slower growth, monetary…