Section
portfolio management
311 posts
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.
Don't Look Down: What Man Group's Henry Neville Wants You to Know About Drawdowns
Every portfolio carries pain — the question is how much, how long, and whether it arrives alone or…
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.
One Hundred Years of Evidence: David Booth on the Dataset That Democratized Investing
There are milestones that reshape civilization quietly, without fanfare. The 100-year anniversary of reliable U.S. stock market data…
Tactical Positioning Update: From Preparation to Action
by George Smith, Portfolio Strategist, LPL Research Over the past year, LPL Research’s Strategic and Tactical Asset Allocation…
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…
The Problem Isn't the Market. It's the Portfolio.
Alfonso Peccatiello on Why the 60/40 Was Never What You Thought It Was — and How to Build Something Better
The Long View: Party like it’s (not) 1999
ClearBridge Investments: Despite bubble fears, there are several key differences between the late 1990s and today that we believe bode well for US equities in the year to come.
Spotting Unseen Risks in Portfolios
A look at the challenges of identifying hidden risks in investment portfolios, likening them to undetectable health crises.
The Modern Risk Paradox in Equity Portfolio Theory
by George Ullstein, Portfolio Manager, Global Equity & Growth, AllianceBernstein Detecting the real drivers of equity risk today…
Gen X at a Crossroads: Allianz Finds Inflation and Market Jitters Casting a Long Shadow on Retirement
Gen X—the group now in their late 40s and 50s—should be hitting their stride when it comes to…
How To Save Time and Money on Portfolio Implementation
by Nick Zylkowski, CFA & Christina Shockley, Russell Investments Key Takeaways Partnering with a full-scale implementation partner can…
Can the Magnificent Seven sustain their trajectory?
If history is any indication, there’s a really good chance we’ll experience some reversion to the mean, that may impact some, if not all of the Magnificent 7 stocks, whose valuations (and volatility) have soared in the recent past, not to mention broader markets, as well.
Mutiny's Jason Buck on Taming Market Risk: Defense? How? Why Now?
Taming Market Risk: Defense? How? Why Now?(59:56) Listen on The Move In this episode of Insight is Capital,…
Efficient Frontier Shifts Right
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Remember the days when stocks and bonds moved more…
Portfolio rebalancing, Part 3: Exposure management strategies in an overlay program
by Philip Saucier, CFA, Russell Investments Executive summary: There's more to an overlay program than just cash equitization…