James Picerno·5d agoThe ETF Portfolio Strategist: 08 NOV 2026Trend Watch: Global Markets & Portfolio Strategy Benchmarks
James Picerno·Aug 4Total Return Forecasts: Major Asset Classes | 4 August 2026The expected total return for the Global Market Index (GMI) continued to edge higher in July, extending the recent run of upward revisions…
Global Equities Edge·Jul 23EM equities offer the only real asymmetric trade left in global marketsS&P 500 concentration hit levels not seen since 1929 while EM stocks trade at a 40% discount to developed peers with better demographics…
James Picerno·May 10The ETF Portfolio Strategist: 10 MAY 2026The relationship between risk and return in financial markets has always been a bit mysterious. Although researchers have uncovered key…A response icon1
Inflo. ARN-334878·Feb 17Static Asset Allocation Is a 20th Century IdeaThere was a time when a 60:40 portfolio felt revolutionary.
