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The age pension pays a couple 62% of a comfortable retirement — Equity Mates
9 lessons: the Fed, the ECB and now the RBA all raising, the retirement assumptions that have stopped holding, and Owen Rask on when to rip the band-aid…
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The S&P has 500 stocks, but really it's got 7, says Rayliant's CIO
12 arguments: why he says chip restrictions handed China the necessity to invent, where the money from AI actually lands, and the market he no longer…
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State Street Investment Management CEO: the era of the optimized portfolio is over
6 calls: what she wants investors holding instead, the 10% private-markets sleeve now sitting inside her target date funds, and why SPY is the default…
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Westwood CEO: order a big gas turbine today and you'd be lucky to get it by 2030
11 insights: The first ETF ever listed on the Texas Stock Exchange, why the fund owns none of the chipmakers, and the exchange that plans to replace its…
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Fixed income ETF flows hit a record $440B this year, says VettaFi's head of research
11 calls: The 193 ETFs from one issuer that hold $300M between them, why an equal-weighted S&P 500 fund is beating the index, and the firms he thinks…
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HSBC gold analyst: central banks' gold is now worth more than their Treasuries
8 takeaways: Why gold sold off after the strike on Iran instead of rallying with oil, what 20 years of central bank selling explains, and the price he…
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Investors buy active managers at their peak, says Touchstone's SVP of investments
13 principles: The five-letter checklist Touchstone screens on, why it calls passive a race to the bottom, and the fee expectation that killed its…
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TCW's ETF head: active ETFs are 13% of the market and 40% of this year's flows
9 takeaways: Why he says wealth portfolios are structurally underweight securitized credit, what is pulling money into a picks-and-shovels power fund…
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Dan Muzzarelli: some US clients cut their non-US allocation below 5% by 2023
7 principles: Why he says there is never a bad time to start, what India, Korea and Japan each offer a portfolio, and why Europe's banks are the ballast…
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Justin Shack: retail buys leveraged ETFs because it can't afford a house
2 numbers: What eight of August's ten most active exchange-traded products were, and why he says this wave of retail traders is nothing like the first…
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Eric Balchunas: Vanguard's stalled growth is Jack Bogle's mission finally working
6 numbers: How a fund that launched at 43 basis points got to one, why 20 years passed before anyone noticed, and the "loss leader" that now caps…
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Irina Bevza: she would give an AI-run fund playing money, but not her pension
14 takeaways: Why an agent system is least reliable in a crisis, how one misread headline moves the whole portfolio, and what auditing a machine's…
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