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MS_Election Out Small Cap In-chart Insights
Market Snapshot: Election Out, Small Cap In

In the week following the 2024 U.S. election, with results of a strong Republican wave,1 small cap indices almost doubled the rally of large cap indices, reaching …

E Eldridge News
Glenmede Investment Management, LP Appoints New President

GIM Appoints Elizabeth Eldridge as President PHILADELPHIA, November 1, 2024 — Glenmede Investment Management (GIM), an independently owned boutique asset management firm, today announced the appointment of …

Market Chart Insights
The Quarterly Statement Q3 2024: F.E.D. UP: FOMC, Election and Diversification – Three Risks Ahead

Market Review: Third Quarter 2024 What We Know: Q3 2024 Recap U.S. equity markets continued their bull-market rally with the S&P 500 Index finishing Q3 2024 with …

Insights
Market Snapshot: September Brings Market Falls, December Brings Santa Rallies 

Our analysis of S&P Composite returns from 1871 to Present – a span of over 150 years – shows that September has been unmistakably the weakest month …

Earnings Surprise Top Seven Average versus S&P 500 Insights
Market Snapshot: Magnificent Seven’s Less Than Magnificent Earnings Surprises

While the Q2 2024 earnings season has been favorable for U.S. large cap stocks, the Magnificent Seven1 (Mag 7) earnings surprises failed to maintain their magnificence relative …

Net Zero image Insights
Navigating the Net-Zero Maze
2024 Election Volatility Insights
Market Snapshot: 2024 Election Volatility Elevated

A volatility-adjusted five-day outperformance for small caps in mid-July could bode well for their continued outperformance. We believe higher quality small caps offer an attractive risk/reward relative to passive large caps.

Small Cap Momentum Insights
Market Snapshot: Is Small Cap Momentum Just Getting Started?

A volatility-adjusted five-day outperformance for small caps in mid-July could bode well for their continued outperformance. We believe higher quality small caps offer an attractive risk/reward relative to passive large caps.

Dividends’ Contribution to Total Returns by Decade – 1926-2023 Insights
Dividend Investing: Potential to Build Wealth & Reduce Risk

We believe owning dividend-paying companies that are also effectively reinvesting in their businesses can be a successful equity strategy. Our white paper dives deeper into our analysis of the impact of dividends on returns, risk and the business.

Seven Magnificent Charts of Concerning Historic Concentration in U.S. Large Cap Passive Indices Insights
The Quarterly Statement Q2 2024: Seven Magnificent Charts of Concerning Historic Concentration in U.S. Large Cap Passive Indices

Market Review Second Quarter 2024 What We Know: Q2 2024 Recap U.S. equity markets continued their bull-market rally with the S&P 500 Index reaching new market highs …