Section
Portfolio Construction
215 posts
Insolvency Pressure Cooker: Allianz Research Maps a Historic Plateau Through 2028
Business failures have risen for four straight years, and Allianz Research's latest outlook makes clear the climb is…
The Wrapper Is Not the Strategy
ETFs are no longer products to pick. According to NBI’s Jean-Carlo Rouzier, they are the rails of the modern portfolio — and that changes everything.
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
Quick Thoughts: Bluer Than Blue—Investment Implications
Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute, examines the investment implications of the 2026 midterm elections, including political gridlock, interest rates, artificial intelligence and sector-specific opportunities.
David Rosenberg: The Mania Nobody Will Name
David Rosenberg on Bubbles, Bonds, and a Generation Running Out of Time In a conversation that covers everything…
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.
Fewer Couples, Thinner Returns: The Slow Variable That Just Sped Up
While markets obsess over artificial intelligence and fiscal sustainability, AllianceBernstein's Inigo Fraser-Jenkins and Robertas Stancikas turn to "something…
The Party Before the Party: Where Growth Compounds Now
This year's mega-IPOs have reopened an old argument about where equity investors find the most growth. In "Growth…
Same Signal, Shifting Ground: Why RiverFront's Rules Still Point to a Grind Higher
Five weeks after its last read, RiverFront Investment Group finds the S&P 500 down just over one percent,…
Five Years From Unrecognizable: Bridgewater's Jensen on the Feedback Loop Markets Refuse to Price
The tidal wave of headlines can feel like noise. For Greg Jensen, Co-Chief Investment Officer of Bridgewater Associates,…
ETF Flows Tell You What Investors Are Doing, Not Whether They're Doing It Right
Listen on The Move Canada's ETF market just hit $1 trillion in assets — but record flows…
David Rosenberg: Bubbles, Bonds, & Boomers
Listen on The Move Is the market standing on the edge of the most consequential bubble of…
Why cost matters when comparing active managers
by Eric Dzuba, Senior Portfolio Consultant, Capital Group KEY TAKEAWAYS Evaluate manager’s philosophy, investment process, capabilities and track record…
Rebalancing Is a Risk Discipline, Not a Return Strategy
Most investors think of rebalancing as a path to better returns. Meketa Investment Group argues they are thinking…
Half the Market Is Missing the Party
Market breadth has cracked beneath an S&P 500 sitting near all-time highs. What that divergence means for the…
The Illusion of Diversification: Why U.S. Equity Portfolios Are More Concentrated Than Investors Think
The S&P 500 has delivered strong headline returns in 2026, but a closer examination of what is driving…
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…