Section
Portfolio Construction
191 posts
Jeff Weniger: Big Wall of Worry, Fears, No Bubble. Not Yet.
Listen on The Move What if the firm disrupting the ETF industry launched 197 funds in its…
The 11% Problem: Why the Traditional Portfolio Has Run Out of Road
In a September 2026 LinkedIn essay, Raoul Pal argues that conventional portfolio construction has not merely underperformed1 but…
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.
David Wong: Anything Can Happen — 3 Decades of Market Crises Shaped This $400B CIO's Playbook
Listen on The Move What do electricity, a forgotten 1920s financier, and Bobby Orr have to do…
Unlocking the Handcuffs: Allspring Makes the Case Against Dividend-First Investing
For more than a decade, the case for equity income practically wrote itself. With the 10-year Treasury averaging…
Balancing on the Wire: Meketa Makes the Case for, and Against, Risk Parity
Risk parity has always been the portfolio construction idea that sounds simplest and behaves strangest. In a new…
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…
The Ownership Economy: Why Capital Now Outranks Effort
What Kyla Scanlon's Most Ambitious Dispatch Reveals About the Structural Fault Lines Advisors Can No Longer Ignore
The Illusion of Diversification: Why AI Has Rewritten the Rules of Portfolio Construction
For decades, the asset class pie chart has served as the visual shorthand for prudent portfolio construction. Five…
The Scientist at the Helm: CPP Investments’ CEO John Graham on Capital, Compounding, and the Limits of Diligence
When Nicolai Tangen, CEO of Norway's sovereign wealth fund, sits down with John Graham, CEO of CPP Investments,…
The Economics of Asset Allocation
by Carl Tannenbaum, Ryan Boyle, Vaibhav Tandon, Northern Trust Editor’s note: The Economics team benefits from a range…
3 things to consider when investing in concentrated markets
by Kathrin Forrest, Equity Investment Director, Capital Group Market concentration across global equity benchmarks has become a key…
The Regime Has Changed: What Financial Markets Are Telling Us About Supply-Side Risk
A new research letter published August 10, 2026, by the Federal Reserve Bank of San Francisco is worth…
A CIO's Framework for Tuning Out the Noise
Sadiq Adatia, Chief Investment Officer at BMO Global Asset Management, breaks down the five-lens process driving portfolio decisions…
The Great Rotation: Momentum, Valuation, and the Emerging Opportunity Set
The investment landscape is undergoing a structural realignment — one that rewards diversification for the first time in…
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…