Section
Volatility
38 posts
Gold and Utilities: Defensive Appeal Under Pressure
by SIACharts.com Utilities have historically faced headwinds when yields rise, and two characteristics of the sector account for…
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…
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.
Four Stocks, One Yield, and the October 15 Reload
Twenty strategists on the U.S. equity market, and the two lines that decide the fourth quarter
The Market You Think You Own Is Not the Market You Own
Scott Rubner's latest Global Market Intelligence note from Citadel Securities arrives with a clear verdict: September was the reset, and Q4 is the reload. The framing is deliberate, the evidence substantial, and the implications for advisors and investors are considerable.
October Could Bring New Market Surprises — Here's What to Watch
The macro calendar has cleared, and the real tests are about to begin. In their latest research note,…
The Ballot Box Has Limits: What the U.S. Fiscal Clock Means for Portfolios
As midterm season returns and political commentary fills the airwaves, Meketa Investment Group's Global Macroeconomic Investment Committee offers…
A Review of 1929
Nearly a century later, the crash has lessons for us.
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…
The 100-Year Portfolio: State of Mind vs. Allocation?
In a research paper published in August 2026, Inigo Fraser Jenkins of AllianceBernstein makes a provocative argument: the…
The Coming AI Crash? Why the Plutonomy Is Running Out of Road
A new working paper from the Levy Economics Institute, "Plutonomy — the AI Edition — and the Coming…
The Long View: Not a Straight Line
ClearBridge Investments: Although markets often pause to digest after large gains, history suggests these episodes usually prove fleeting, meaning major indexes could move higher in the second half of 2026.
5 charts that put market volatility in perspective
by Capital Group Fallout from the intensifying war in the Middle East has once again put market volatility…
Venezuela: Implications for Markets and Investors
by Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute at Franklin Templeton Early Saturday morning,…
Rethinking Risk and Closing the Gap: What Really Trips Investors Up
When it comes to investing, there are two stories we’ve all been told. The first: you have to stay invested at all times or risk “missing the best days.” The second: investors are their own worst enemies, constantly sabotaging their returns.