Portfolio Construction

Critical intelligence on asset allocation and implementation across asset classes

Japan’s Growth Strategy: a powerful tailwind for equities and active investing
  • 12 Aug 2026

Japan’s new Growth Strategy aims to channel over JPY 370 trillion into AI, digital infrastructure and other strategic sectors, supporting earnings growth and productivity. Combined with governance...

Multi asset chart of the week
  • 12 Aug 2026

Insight’s multi-asset team share their views with chart of the week

Monthly fixed income review and outlook
  • 12 Aug 2026

Stories and events across the markets in recent weeks and a summary of Insight’s outlook for the major economies and fixed income asset classes.

The Intelligent Allocator: The humbling art of stock picking
  • 11 Aug 2026

Why do so few stock pickers consistently outperform the market? We examine the headwinds, and the advantage of combining approaches for optimal portfolio outcomes.

What a Proposed New Capital Regime Could Mean for Bank-Owned Life Insurance Portfolios
  • 11 Aug 2026

Bank-owned life insurance (BOLI) is one of the few places on a bank balance sheet where the investment decision is governed as much by risk-based capital as by yield.

BMO Global Asset Management 2026 Mid-Year Market Outlook
  • 10 Aug 2026

Presented by Sadiq S. Adatia, Chief Investment Officer

Listed Outlook Commentary
  • 10 Aug 2026

Watch our video series dedicated to the exciting world of listed infrastructure and listed real estate including the latest trends and our insights.

Equity Diversification in an Era of Concentration
  • 10 Aug 2026

Tech and AI are driving a greater share of global equity market returns and earnings growth, raising concentration risks and the need for broader diversification.

Four Overlooked Costs With Dividends
  • 10 Aug 2026

Editors’ Note: MarketMinder doesn’t make individual security recommendations. Any mention herein is incidental to the broader point we wish to illustrate. Perhaps it is “silly season” of slower new...