U.S. Fixed Income: Q2 2020 Update

U.S. Fixed Income: Q2 2020 Update

As we move into the second half of 2020, we can only look back on the first half in amazement. In fact, 1H20 was a tale of two halves, for markets generally and the fixed income markets specifically. As we noted in our commentary for 1Q20 (https://www.xponance.com/u-s-fixed-income-q1-2020-update/) March was one of the worst months for…

Is it Time for a Small Cap Resurgence?

Is it Time for a Small Cap Resurgence?

The recent past has seen extreme divergence in the performance of small cap stocks versus their large cap counterparts. We take a closer look at this underperformance and discuss the impact of different market environments on the returns generated by small cap stocks. …