Resources

Two Minute Tuesdays

Explore top-of-mind, macroeconomic research from SS&C ALPS Advisors.

Two Minute Tuesday
May 5, 2026

Beyond the Lot: Building Smarter Direct Indexing Portfolios for Concentrated AI Wealth

SS&C ALPS Advisors explores how direct indexing can help offset concentrated AI stock exposure by pairing growth with defensive sectors aiming to lower risk and enhance after tax returns.

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Recent Articles

Divorce: A Case Study on Personalized Asset Location
Two Minute Tuesday
April 28, 2026

Divorce: A Case Study on Personalized Asset Location

SS&C ALPS Advisors examines a case study involving a married couple navigating divorce while sharing a brokerage account.

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The Hunt for HALO
Two Minute Tuesday
April 21, 2026

The Hunt for HALO

SS&C ALPS Advisors discusses how AI is pushing investors back towards hard assets and low obsolescence companies built on durable, irreplaceable physical infrastructure.

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Equities: West Texas Hedge
Two Minute Tuesday
April 14, 2026

Equities: West Texas Hedge

SS&C ALPS Advisors explores energy’s undeniable hedging properties, offering uncorrelated returns apart from fixed income and the broader equity complex.

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Older Articles

April 7, 2026

Are Bonds Reaching a TIPping point?
March 31, 2026

Fragility of Critical Minerals: The Investment Context for Hard Assets
March 24, 2026

The Price of Peace of Mind
March 17, 2026

Dealing with Uncertainty
March 10, 2026

The King Is Dead, Long Live the King
March 3, 2026

Ghost in the Rebalancer
February 24, 2026

Memes, Memos & Marathons: What the World's Toughest Footrace Teaches Us about AI
February 17, 2026

Real Estate After the Repricing: Positioned for Another Growth Cycle?
February 10, 2026

Equities: Don’t be Afraid to Diversify Internationally
February 3, 2026

Lawyers, Guns and Money: Venezuelan Oil Impact
January 27, 2026

High Hopes and High Risks
January 20, 2026

Hard Assets in an Era of Persistent Friction
January 13, 2026

New Year’s Investing Resolutions
December 23, 2025

Maximizing Value Through Strategic Charitable Gifting
December 16, 2025

When Giving Goes Digital: Are Advisors Still in the Room?
December 9, 2025

The Monty Hall Problem and Intuition in Wealth Management
December 2, 2025

The Surprising Math of Secondary Fund Returns
November 25, 2025

Equities: Dispersion, Correlation and the Illusion of Diversification
November 18, 2025

Are There More Cockroaches in Private Credit?
November 11, 2025

The Importance of Human Contrarian Thinking in an AI-Driven Consensus World
November 4, 2025

Rising to the Challenge: Why More Stocks Later May Mean Less Risk
October 28, 2025

What’s up with Gold?
October 21, 2025

Aligning Family Legacy and Philanthropy Across Generations
October 14, 2025

The Cycle Called 'Yourself'
October 7, 2025

The Dirty Wash Sale Problem
September 30, 2025

Sales, Margins and Turns
September 23, 2025

Equities: Our Dollar, Our Problem?
September 16, 2025

Private Credit Part 2: Considerations for Advisors
September 9, 2025

Global Markets: A New BRIC in the Wall
September 2, 2025

Graduating Into the Void: The Disappearing Entry-Level Market
August 26, 2025

Baby Boomer Retirements May Transform Senior Living
August 19, 2025

Year-Round Philanthropy Can Be a Growth Driver for Advisors
August 12, 2025

Cracks
August 5, 2025

Investment Committee Review – Outlook Q3 2025
July 29, 2025

Gridlock: Lack of Power Could Slow AI Growth in US
July 22, 2025

Equities: Opportunity in Health Care
July 15, 2025

Pulling Back the Curtain on Private Credit
July 8, 2025

The Miseducation of the Dioscuri
July 1, 2025

Off the Table: How Oil Markets are Moving on from the Iran–Israel Conflict
June 24, 2025

Closed-End Funds
June 17, 2025

It’s All About the Bonds
June 10, 2025

A Hidden Feature of Private Market Returns: Why Financial Advisors Must Look Beyond Published Numbers
June 3, 2025

Investment Committee Review - Looking Ahead
May 27, 2025

The Inexorable Rise of Evergreen Semiliquid Fund Vehicles for Private Markets Access
May 20, 2025

Equities: The Cobra Effect and Small Businesses
May 13, 2025

A Wave of Electrification Intensity for Growth
May 6, 2025

Curve Appeal: Why a Steeper Yield Curve is Preferred in Your Asset Allocation
April 29, 2025

Energy Markets Liberated from High Prices
April 22, 2025

Don’t Fear the VIX
April 15, 2025

Focusing on the Future, Acknowledging the Past
April 8, 2025

Ambiguity Aversion
April 1, 2025

Ergodicity: Trust your gut?
March 25, 2025

If The Slipper Fits
March 18, 2025

Equities: Jevons' Paradox Meets the Capital Cycle in AI
March 11, 2025

Take a Pitch: A Flurry of Contextual Changes
March 4, 2025

Don’t Fall off the Muni Ladder: Enhancing Your Municipal Bond SMA
February 25, 2025

US Oil Production: Steady as She Goes
February 18, 2025

Is It Time to Take Another Look at Europe?
February 11, 2025

Tariffs and Trade – What’s the Point?
February 4, 2025

Theory of the Firm, AI Agency & SaaS Economics
January 28, 2025

$TRUMP: Crypto President or Grifter-Elect?
January 21, 2025

Quantum Valuation Paradox
January 14, 2025

Equities: Reversion to the Mean
December 24, 2024

2024 Retrospective and 2025 Prospective
December 17, 2024

Contextual Concentration: Time to Rotate Your Factors
December 10, 2024

Will Healthcare Be the Right Portfolio Prescription for 2025?
December 3, 2024

Thankful for Peace: Make Oil Markets Boring Again
November 26, 2024

DOGE – Meme or Just Pure Fantasy
November 19, 2024

A Red Wave Market Blueprint
November 12, 2024

Polymarket: Unburdened by What Has Been?
November 5, 2024

Pickaxes and Shovels for Private Markets
October 29, 2024

Equities: Keep an Eye on Cyclicals
October 22, 2024

The Time is Ripe for Multi-Sector Funds
October 15, 2024

We Will Have Private Asset ETFs
October 8, 2024

Real Estate: Boring but Good
October 1, 2024

Gold Prices at a Key Inflection Point
September 24, 2024

Federal Reserve Easing - Not So Fast My Friend!
September 17, 2024

The Post-Pandemic Construction Boom
September 10, 2024

Equities: Nothing Happened
September 3, 2024

TaxGPT: Tax-Aware Optimization Software Built by Humans, for Humans
August 27, 2024

The Slowing Growth Playbook
August 20, 2024

Bonds Have New Tailwinds Beyond Inflation
August 13, 2024

Investing Through a Gen Z Lens
August 6, 2024

Biggest IPO of the Year Was a REIT?
July 30, 2024

Stay Invested
July 23, 2024

Missiles, Tariffs and Christmas
July 16, 2024

The Times They Are A-Changin’
July 9, 2024

Recalibration Needed
July 2, 2024

Golf Balls, the US Open, Epsom Salts and Portfolio Construction
June 25, 2024

Has Private Equity Lost Its Mojo?
June 18, 2024

Equities and Interest Rates: Privilege & Poverty
June 11, 2024

Is This the Golden Age of Private Credit?
June 4, 2024

Memes, Complexity and Financial Literacy
May 28, 2024

Different This Time?
May 21, 2024

The Coming Trade Wars
May 14, 2024

Seeing the Forest for the Trees and the Benefits of an Investment Partner
May 7, 2024

After-Tax Wealth Optimization
April 30, 2024

The Art of Doing Asset Location
April 23, 2024

Private Fund Sponsors - Be Like Sisyphus
April 16, 2024

Looking for Opportunities in Equities
April 9, 2024

Does the “T-Bill and Chill” Allocation Make Sense?
April 2, 2024

April Showers Bring … A Rotation to Value?
March 26, 2024

Oil Back in the Spotlight
March 19, 2024

Time for a Fresh Look at Small Caps?
March 12, 2024

It’s That Time of Year Again
March 5, 2024

Gen AI: Platform Shift or Stochastic Parrot?
February 27, 2024

Crypto Primer for Advisors
February 20, 2024

Return to Office Appears to Be All But Dead
February 13, 2024

Missing the Forest for the Trees
February 6, 2024

Might as Well Face it, You’re Addicted to Debt
January 30, 2024

Good News for Wealth Distribution
January 23, 2024

Revisiting the Opportunity in India
January 16, 2024

Revisiting Gold
January 9, 2024

Retrospective and Prospective Part Two – the AI Version
January 2, 2024

Retrospective and Prospective
December 19, 2023

Don’t Fight Changing Financial Conditions
December 12, 2023

Wealth Management 3.0
December 5, 2023

Greetings From Lake Wobegon Private Equity Partners
November 28, 2023

Is it (Finally) Getting Cooler in Here?
November 21, 2023

Gradually, Then Suddenly
November 14, 2023

US Sports Betting: Online Ignition for Secular Growth
November 7, 2023

Remember Peak Oil?
October 31, 2023

Climbing the Copper Mountain
October 24, 2023

Higher for Longer
October 17, 2023

Reacceleration
October 10, 2023

Some Assembly Required
October 3, 2023

What’s Going On with Cell Towers?
September 26, 2023

Exceptional Quality at Bargain Prices
September 19, 2023

Beef up your D-Line with Municipal Bonds
September 12, 2023

Don’t Forget to Sort Your Cash
September 5, 2023

Drilling for Ideas
August 29, 2023

Growing Nuclear Appetite
August 22, 2023

Back to School
August 15, 2023

Inflation Comes in Waves
August 8, 2023

Why College Kids Should Invest in ETFs
August 1, 2023

Revisiting Japan
July 25, 2023

AI and Data Centers: Let the Good Times Roll
July 18, 2023

Checking In On Banks
July 11, 2023

It’s Getting Hot in Here
July 3, 2023

Your Home: A Nest Egg or a Firecracker?
June 27, 2023

Cheap Quality
June 20, 2023

Carbon Markets Ripe for Innovation
June 13, 2023

All You Really Need to Know
June 6, 2023

Constructing the Equity Core
May 30, 2023

Serendipity, Bridgewater and Something about Ted Lasso
May 23, 2023

Just How Ominous are Commercial Real Estate Debt Conditions?
May 16, 2023

The Case for Defensive Positioning
May 9, 2023

Debt Ceiling Bloodsport
May 2, 2023

Buy in May
April 25, 2023

When Gold Gets Interesting
April 18, 2023

A Fistful of Dollars
April 11, 2023

Play Ball?
April 4, 2023

Quantitative Teasing
March 28, 2023

Zen and the Art of Portfolio Maintenance
March 21, 2023

Peering Through the Looking Glass at Private Real Estate Returns
March 14, 2023

Dancing Honeybees and the Current Market Environment
March 7, 2023

We All Know What They Say About Assumptions…
February 28, 2023

Peak Oil Supply: It’s Back, But Different
February 21, 2023

China +1: The Opportunity in India
February 14, 2023

The Unintuitive Winners of the Energy Transition
February 7, 2023

When Irresistible Forces meet Immovable Objects
January 31, 2023

Aftermath
January 24, 2023

Hold your breath and hallucinate: Humanizing machine learning in investment management
January 18, 2023

Private Equity – A Sirens’ Call to Investors?
January 10, 2023

No Quarter
January 3, 2023

Retrospective and Prospective for 2023
December 27, 2022

One Year, Two Minutes, Three Charts
December 20, 2022

Opportunity in Small Caps?
December 13, 2022

Futures Curve Flip
December 6, 2022

Wait for it… Wait for it…
November 29, 2022

What is a Fed Pivot?
November 22, 2022

The FTX Fiasco, Ergodicity and Something About Coins
November 14, 2022

Empty (Office) Spaces
November 8, 2022

A Rising Interest in Dividends
November 1, 2022

Inflation’s Evil Twin: Breaking Down the Labor Market
October 25, 2022

Private vs Public Equity Markets: Is All This Just Noise?
October 18, 2022

Mind the GAAP
October 11, 2022

Oil Market Showdown
October 4, 2022

Saying ‘Goodbye’ to Your Best Friend TINA
September 27, 2022

Forces Driving the Trend Component of Inflation
September 20, 2022

The Efficient Frontier Is Not Real: A Case for Lottery-like Assets
September 13, 2022

Supply Chain Reshoring Efforts – Prudent or Pipe Dream?
September 6, 2022

The Law of Unintended Consequences
August 30, 2022

Slaying the Inflation Dragon, Act II, Scene 1
August 23, 2022

Adding Fuel to a Hot Capital Spending Fire
August 16, 2022

It's All About Earnings
August 9, 2022

JPY, JGB, QQE, YCC – OMG?
August 2, 2022

The Forgotten Side of the Energy Equation
July 19, 2022

Confidence Crisis - Part 2
July 12, 2022

Confidence Crisis - Part 1
July 5, 2022

What’s Crackin’ with the High Price of Gasoline?
June 28, 2022

The Big Picture
June 21, 2022

Damn the Torpedoes, Full Speed Ahead
June 14, 2022

Back to Work Boomers
June 7, 2022

Experiences vs. Things
May 31, 2022

Diesel Shortages Point to Pain for Consumers
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