For those of us that run asset allocation strategies, being in the right place at the right time is, obviously, everything. Indeed, a foundation of risk parity strategies is that asset class performance stays within historical bands. Divergences...
In the recent October swoon, small cap as a sector sold off more than mid and large-cap. The Russell 2000 Growth index peaked on August 31st and for the months of September and October was down 14.7%. Naturally, the question on everyone’s mind is:...
Most of us in this business have an exalted view of Benjamin Graham and value investing, for good reason. Who doesn’t want to buy $1.00 for seventy cents? Analysts across the globe rightly spend their days in search of that undiscovered or unloved...
We are at the point in the calendar when the “mid-year market overviews” start to appear, fast and furiously. The theme this year has been how dominant FAANG stocks (Facebook, Amazon, Apple, Netflix and Google) have been in S&P 500 returns...
