Q1 2026 challenged narrow leadership, reshaped style and factor leadership, and raised a timely question for Q2: are portfolios positioned if participation broadens?
SMID Isn’t Just Smaller. It’s Structurally Different.
Smaller and mid-sized (SMID) companies exhibit higher dispersion and re-ranking. Explore how portfolio structure may behave differently in SMID equity.
Engineering Diversification: Inside the Three-Step Process
A transparent look inside Intech’s three-step, benchmark-aligned process integrating fundamentals, volatility, and disciplined rebalancing.
Volatility Isn’t the Enemy. It’s the Mechanism.
Volatility is often treated as risk to suppress. But portfolio structure shows it may also be a structural mechanism of long-term growth.
Passive. Active. Or Structurally Engineered?
The core equity debate isn’t just passive vs. active. Explore a structure-first framework for benchmark-aligned portfolios.
What Actually Drives Portfolio Growth? (Hint: It’s Not Just Stock Picking)
Stochastic Portfolio Theory shows portfolio growth comes from more than stock selection. Explore the two structural drivers of compounding.
Is Your Core Equity an Ungoverned Active Bet?
Cap-weighted indexes potentially embed concentrated risk. Explore why fiduciaries must govern how core equity is structured, not just what they own.