Section
Valuations
17 posts
Jurrien Timmer: Balance of Power
by Jurrien Timmer, Director of Global Macro, Fidelity Investments The market gets rebalanced one way or another. While…
Why Hasn’t There Been a Big Financial Crisis in Recent Years?
Financial crises haven't disappeared since 2008 — they've simply gone quiet, and Deutsche Bank Research Institute's Henry Allen,…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
When the Future Sets the Price of Money
In its Q3 2026 quarterly perspective, Borrowing From the Future1, the New Frontier Investment Committee delivers one of…
Being Greedy When Mr. Market Doesn’t Understand
by Bill and Cole Smead, Smead Capital Management The year 2026 has shown that deeply out of consensus…
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.
The Illusion of Diversification: Why U.S. Equity Portfolios Are More Concentrated Than Investors Think
The S&P 500 has delivered strong headline returns in 2026, but a closer examination of what is driving…
Where Macro Meets Opportunity: A Time-Tested, Three-Pillar Approach to Global Equities
Listen on The Move When the market itself quietly becomes the concentration risk, a top-down process built…
The Market's Secret Defense Against Higher Rates
The conventional wisdom heading into this earnings season held that higher interest rates would eventually overwhelm equities. Keith…
A Review of 1929
Nearly a century later, the crash has lessons for us.
50% Tariffs or TACO Tuesday? What Canadian Advisors Need to Know Before January 1
When Canada woke up to news of new 50% tariffs on its goods entering the United States, the…
Looking Back, Looking Ahead (September 7, 2026)
The Bond Market Is Talking. Is Anyone Listening? The week ahead arrives with a cluster of data points…
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…
Market Breadth Returns: What the S&P 500's Broadening Rally Means for Portfolios
A market long dominated by a narrow band of mega-cap technology names is showing signs of redistribution. In…
Discipline Over Heroics: Why Avoiding Mistakes Matters More Than Making Brilliant Calls
Joseph Hosler of Auour Investments revisits a foundational investment text and finds its warnings more timely than ever.
What the Market Is Betting On: Mauboussin and Callahan's Framework for Reading Expectations
by AdvisorAnalyst.com Staff Every stock price contains a confession. Part of it admits what a company earns today.…
Stock Market Bubbles Are Rarer Than You Think — 232 Years of Data Prove It
A landmark Yale study spanning U.S. market history from 1792 to 2024 challenges one of finance's most durable myths: that what goes up must come crashing down.