The outlook does not hinge on a single catalyst. Instead, it reflects a set of reinforcing dynamics.
From LLC to ETF: How Intech Scaled Institutional Strategy for Advisors
Intech converted its private LLC into ETFs like LGDX, giving advisors tax efficiency, scalability, and access—without changing process or philosophy.
Stock Effects + Volatility Effects: Dual Drivers of Growth
Portfolio growth comes from two engines: stock effects and volatility effects. Learn how both shape core equity allocations for advisors.
Why Factors Aren’t the Whole Story in Core Equity
Factors rotate, crowd, and drift. Learn why Peregrine chose an Intech strategy built on structure, diversification, and systematic rebalancing.
2026 Equity Outlook: Broader Leadership and Evolving Fundamentals
Intech’s 2026 Outlook reviews broadening equity leadership, widening return differences, and shifting fundamentals heading into the new year.
Structure Over Stories: Why One RIA Chose a Different Core
Stock and factor stories fade. Learn how Peregrine built portfolios on structure, diversification, and discipline instead of market narratives.
Breaking the Core Equity Barbell
Traditional barbell portfolios face challenges in today’s market. Learn how advisors can use structure to adapt through market regimes.
The Case for SMID-Cap ETFs: Restoring Balance to Core Equity Exposure
Richard Yasenchak, CFA, describes why SMID-caps broaden diversification and growth potential.
Q3 Market Commentary: Navigating Abrupt Shifts and Realignment
Intech’s Q3 2025 Market Update reviews LGDX and SMDX ETF performance, market dispersion trends, and concentration risk.
A Practical Guide for Using Intech ETFs in Modern Portfolios
Richard Yasenchak, CFA, describes why volatility effects can contribute to equity returns and help improve diversification without abandoning benchmark alignment.