Section
portfolio management
315 posts
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…
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.
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…
Capital, Conviction, and the Long View: Inside AGF Capital Partners' Platform
Listen on The Move What if the biggest edge in manager selection wasn't due diligence, but ownership…
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…
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…