Thought Leadership

Positive earnings surprises for the Magnificent Seven have been more in line with the broader S&P 500 index this year relative to last year, suggesting that expectations …

An alternative argument to concentration is the underperformance of the S&P 500 cap weighted versus equal weighted index. Over the past 66 years, the S&P 500 Equal-Weight …

From 2010 to 2019, release dates for nonfarm payroll (NFP), Federal Open Market Committee (FOMC) meetings and Consumer Price Index (CPI) announcements didn’t experience unusual volatility as …

Market Review: Fourth Quarter 2024 What We Know: Q4 2024 Recap The S&P 500 Index saw its fifth straight quarter of positive returns, finishing Q4 2024 with …

Learn more about our outlook for 2025.

While there is still uncertainty about the full scope of President-elect Donald Trump’s trade policy, tariffs will likely be a cornerstone to address the perceived unfairness of …

While U.S. market concentration remains high, index constituent participation caught fire in the second half of the year. As shown in the chart, 2023 saw just 27% …

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 …

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 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 …