Section
Systematic Macro
10 posts
The Expanding Universe: Graham Capital Revisits the Case for Market Diversification in Trend Following Strategies
by AdvisorAnalyst.com Editorial Team Graham Capital Management's May 2026 research note, "An Expanding Market Universe,"1 returns to a…
The Sequence Tax: Why the First Five Years of Retirement Decide Everything
by AdvisorAnalyst.com Editorial Team Every retiree gets one shot at one sequence of returns. According to David Varadi,…
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.
A Super El Niño Threatens Rolling Waves of Commodity-Driven Inflation
by Editorial Team, AdvisorAnalyst.com Schroders' David Rees and Sandeep Jaggi open with a framing distinct from a standard…
When Markets Break, Trend Followers Get to Work
A whitepaper from Meketa Investment Group lays out the mechanics, history, and portfolio logic of trend following — and why advisors should take a second look.
Larry Swedroe: The Adaptive Market & The Undiversified Investor
Listen on The Move Larry Swedroe has spent 30 years proving the market will almost always beat…
The Four-Piston Portfolio: Why Diversification Needs an Engine, Not Just a Label
Listen on The Move What if the reason your portfolio fails you isn't the assets you picked…
GMO: Sink or Swim?
Will the new wave of AI-related investment float the market or sink it?
SocGen’s 2026 Quant Outlook: Reading Between the Lines of a Bullish Year
Let’s not mistake optimism for clarity. That’s the quiet message behind SocGen’s latest Quant Outlook for 20261—a subtle…
Return Stacking and Managed Futures: Rethinking Diversification Without Sacrifice
For decades, managed futures have been a cornerstone of institutional portfolios—quietly delivering uncorrelated returns and cushioning market shocks.…
Outsmart the 60/40 Trap: How Return Stacking Changes the Game
This strategy adds alpha, cuts risk, and doesn’t touch your core portfolio.