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by Ryan Boyle, Senior Economist, Northern Trust - OBBBA sets a path for more borrowing ahead.

Diversification Reimagined: Building Resilient Portfolios with NEPC’s Playbook

In the investing world, diversification is often treated as a checkbox—something to do, but not deeply understood. Yet...

When the Market Outgrows Its Index: Why the Agg Is No Longer Enough

“Nearly half of the opportunities available in fixed income aren’t represented in the Agg.” That’s not just a...

“The Times They Are A-Changin’” – Five Alarms That Signal Regime Change

You don’t have to squint too hard these days to see the cracks in the old economic playbook...

Why Bond Folks Think in Reversals and Stock Investors Just Can’t Quit the Rally

In the third part of his return expectations series, AQR’s Principal and Global Co-Head of Portfolio Solutions Group...

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Fragile Convictions: Why Mindset Must Trump Markets

The increasing odds of a recession, heightened inflation expectations and unresolved trade wars and tariff policies continue to cloud the path forward. In the mid-year edition of The Picton Report, learn how a mindset rooted in preparation and resilience can help your clients prepare for what’s next.

Read the Full Report

CRM3 Countdown: Transparency Gets Real, But the Clock Is Ticking

The new CRM3 rules are about to change how advisors communicate with clients—big time. Total Cost Reporting isn’t just another compliance box to check. It’s a real opportunity for advisors to...

Why Long-Term Investing Beats Selling in Volatile Times

by George Smith, Portfolio Strategist, LPL Research During times like these when geopolitical headlines can be unsettling for...

The Dollar’s Death Is Greatly Exaggerated

by Lance Roberts, RIA The narrative surrounding the “dollar’s death” as the world’s reserve currency has been on...

How Market Concentration Shapes Passive and Active Equity Returns

by John Fogarty, Matthew Whitehurst, AllianceBernstein Over the last decade, the 10 largest stocks in the Russell 1000...

CPI Cools Off for Summer—But the Inflation Fight Isn’t Over

As the weather warms up, inflation in Canada is finally showing signs of cooling down—but only on the...

QOTD:

How's your perserverance?

On this day

1948 The Berlin Airlift began in earnest as the United States, Britain and France began ferrying supplies to the isolated western sector of Berlin after the Soviet Union cut off land and water routes.

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The India Stack: The Case for Investing in India's Booming Tech Sector with Kevin Carter

The most important tech story of the decade isn’t in Silicon Valley—it’s unfolding in Mumbai, Delhi, and Bangalore. In Part 2 of our in-depth conversation, Kevin Carter, founder of EMQQ Global, reveals why India’s digital transformation, powered by the India Stack, is not only revolutionary—it’s investable.

...

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