Thought Leadership

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 …

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 …

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.

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.

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.

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 …

Preliminary data suggest the Russell 1000 Growth Index will be less diversified than at any point in its history, following rebalancing on June 28.

Analyzing the neutral rate of interest (r-star)¹ by dividing the history into cycle regimes of approximately 20 years shows a stronger statistical relationship to real interest rates …

Based on our analysis, a 5% drawdown is just under twice as likely to be a non-event (less than -10% peak drawdown) versus becoming a correction (a …