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Do top-heavy markets eventually spread out? Many investors have experienced extraordinary stock market gains over
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Do top-heavy markets eventually spread out? Many investors have experienced extraordinary stock market gains over
Small-cap stocks may offer tactical opportunities. Investors who expect a late-year, post-election rally in small-company
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Opportunities outside of the top performers. It’s no secret that a small number of stocks
Positive earnings surprises are back on track. With more than 90% of the companies in
The stock market is two years (and counting) into a bull market. Last Saturday marked
Which sector has been leading the rally so far in 2024? One market sector has
What happened last week Softening Economic Data: Cooler than expected inflation data weighed on interest
What happened last week Price Action: MAG-7 leads U.S. equity indices to fresh all-time highs
Will we see broader market growth beyond the tech giants? Head of Portfolio Management Zach
Six more months! Six more months! Investors cheered as stocks ended the second quarter last
What happened last week Reversion Price Action: Year-to-date equity trends continued their reversal last week;
What happened last week AI vs. the Rest: Year-to-date equity trends reversed last week as
Are there potential opportunities beyond the handful of big stock market winners? The equity market
A common investor assumption is that bonds tend to go up in value when the
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Topics
Do top-heavy markets eventually spread out? Many investors have experienced extraordinary stock market gains over the past two years, with the S&P 500 up 26.3%
Small-cap stocks may offer tactical opportunities. Investors who expect a late-year, post-election rally in small-company stocks may need to be patient. Historically, December has been
Opportunities outside of the top performers. It’s no secret that a small number of stocks in the S&P 500 have been largely responsible for the
Positive earnings surprises are back on track. With more than 90% of the companies in the S&P 500 index reporting their earnings results, we now
The stock market is two years (and counting) into a bull market. Last Saturday marked the second anniversary of the current bull market for stocks.
Which sector has been leading the rally so far in 2024? One market sector has outperformed all others so far this year—and it’s probably not
What happened last week Softening Economic Data: Cooler than expected inflation data weighed on interest rates; September rate cut now the base case. Equity Markets
What happened last week Price Action: MAG-7 leads U.S. equity indices to fresh all-time highs as small-caps and large-cap value decline. Softening Economic Data: Unemployment
Will we see broader market growth beyond the tech giants? Head of Portfolio Management Zach Hill, CFA®, provided insights on the S&P 500’s performance and the
Six more months! Six more months! Investors cheered as stocks ended the second quarter last Friday up 4.3%. . . and 15.3% for the first
What happened last week Reversion Price Action: Year-to-date equity trends continued their reversal last week; small caps and internationals led U.S. mega-cap technology. U.S. Debate:
What happened last week AI vs. the Rest: Year-to-date equity trends reversed last week as small-caps led mega-cap tech; quarter/month-end and specific product rebalancing flows
Are there potential opportunities beyond the handful of big stock market winners? The equity market has spent the better part of 2024 notching a series
A common investor assumption is that bonds tend to go up in value when the stock market is sliding. That’s been true during the bond