Section
Portfolio Construction
170 posts
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 —…
GSAM: Hedge Funds Were Built for This
Goldman Sachs Asset Management makes the case that the conditions favouring traditional portfolios are gone, and the conditions favouring hedge funds have arrived.
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.
KKR: The Toolkit Has to Expand
KKR's Henry McVey on what the next investing regime demands from every portfolio
The Race to Zero Is Losing Ground
What the ETF industry's structural shift means for advisors and investors
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.
What 55 Years of Doing Nothing Teaches Investors About the S&P 500
New research from Hendrik Bessembinder shows that simply holding S&P 500 stocks without trading rivals the live index over five decades, but how you build the portfolio and which stocks you concentrate in matters enormously.
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…
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.
Beyond the Mag 7: Why Janus Henderson Says It's Time to Look Elsewhere
This isn't a story about seven stocks. It's a story about what happens when advisors and investors finally…
Water Is Not a Theme. It Is a Structural Trade.
The question Goldman Sachs Asset Management says it now hears from advisors and institutions around the world is…
PGIM Mid-Year 2026: A World Running Hot, With the Tail Risks to Prove It
The global economy is growing. Inflation is sticky. The Middle East is burning. And PGIM's mid-year outlook says: position carefully, because the base case and the worst case have rarely been this close together.
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…
In an Unsettled World, Value Investing Can Add a Layer of Defense
by Avi Lavi, Chief Investment Officer—Global and International Value Equities, AllianceBernstein Why have value stocks been more durable than…
The Infrastructure Moment: Why Private Capital Is Building the Next Economy
Ares Management's comprehensive guide makes the case that private infrastructure has evolved far beyond highways and power lines — and that the investment opportunity may be as large as anything in private markets today.
"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.