Section
Multifactor
8 posts
Four Stocks, One Yield, and the October 15 Reload
Twenty strategists on the U.S. equity market, and the two lines that decide the fourth quarter
161 Years of Evidence: The Case for Factor Investing Was Already Closed
A landmark new study 1 reaching back to 1866 delivers what may be the most compelling out-of-sample test…
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 Hidden Factor: How AI Is Rewriting the Rules of Portfolio Diversification
The River Never Runs Twice Ulrike Hoffmann-Burchardi has spent most of her professional life studying what comes next.…
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…
Beyond the Megacaps: Why the Rally's Breadth Is the Real Story
The headlines keep pointing at a handful of mega-cap names. But Horizon Investments' Mike Dickson argues, in a…
Two Timely Ways to Diversify Beyond Mega-Cap Tech Right Now
The concentration risk embedded in most equity portfolios today is no longer a theoretical concern. Recent weeks have…
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.…
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.