Portfolio Construction

Anxiety Over a Potential Slowdown in Artificial Intelligence Spending is Overblown

Wall Street's anxiety over a potential slowdown in artificial intelligence spending is overblown, according to Morgan Stanley.

Gold has Emerged as Cornerstone of Defensive Strategy.

Wall Street’s largest institutional investors bracing for prolonged period of volatility, gold has emerged as cornerstone of defensive strategy.

Einhorn’s Greenlight Capital's 8.2% Return Outpaces Broader Declines

David Einhorn’s Greenlight Capital delivered an 8.2% return in the first quarter, far outpacing both the S&P 500’s 4% decline.

Bank Stocks Get Walloped. It’s an Alarm Bell for Investors

Shares of Bank of America, Morgan Stanley, and other big banks are down as much as 10%.

Forget 60/40 — BlackRock's Larry Fink Wants Investors to Embrace 50/30/20

The BlackRock CEO's proposed portfolio model includes private assets like real estate, infrastructure, and private equity.

Seasoned Strategists Argue Compelling Case for SMIDs

Small-and-mid-cap stocks (SMID caps) are once again underperforming in early 2025, and many advisors may be tempted to write them off.

Asset Managers Churn Out Defense Funds Once Deemed Uninvestable

As governments across Europe ratchet up defense spending, money managers who previously judged the sector too controversial to touch are taking note.