Multi-Manager Platform: Q4 2022 Update: International Equities: Is It Time to Get Small?

We delve into this opportunity by dissecting the fundamental differences between large and small-cap indices to see if this appears to be a buying opportunity or a fair repricing given the current environment.

The Monetary Caped Crusaders Find Their Kryptonite: Q3 2022 Market Outlook

The Monetary Caped Crusaders Find Their Kryptonite: Q3 2022 Market Outlook

It’s not just Cardi B. asking the question! Economists, investors, CEOs of some of the country’s top companies and many in the general public are also worried that the economy is on the verge of recession. Plunging consumer and business confidence, contracting real incomes, and a peak in housing activity all point to a significant weakening in growth, even if the labor market remains healthy.

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Opportunity Knocks or Prolonged Pain for Stocks?

Opportunity Knocks or Prolonged Pain for Stocks?

Since the initial resolution of the European Sovereign debt crisis in 2012, many boutique managers have rated Eurozone equities as a particularly attractive risk/reward opportunity. The initial premise was related to profit normalization. Compared to their European counterparts, the Fed and U.S. government reacted faster and more aggressively to the Great Financial Crisis.

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