Navigating Market Crosscurrents: Systematic Global Equities Q3 2024 Update
Market narratives have shifted significantly this year—from excitement surrounding artificial intelligence (AI) to apprehensions about big tech expenditure, and from recession worries to confidence in the resilience of the U.S. economy
Time For a Resurgence in the Performance of SMID Cap & Small Cap Companies
Large Cap companies have dominated their smaller brethren since the end of the Great Financial Crisis in 2008. After the economy started recovering from the crisis in 2009, market leadership was initially powered by small names but as the recovery stabilized, larger names started to gather strength and have been on a tear since. With more than 13 years of large cap leadership on the books, it may be time for a change.
When does the Tortoise beat the Hare in Value Investing?
Within low turnover value strategies, we explore how the market conditions at the time of a strategy’s inception can have a lasting impact on its performance for years.
What? Me Worry? Geopolitics in the Age of Fiscal Largesse
The summer of 2024 threatens to ignite transnational conflict with an unprecedented array of flashpoints never seen in the modern world.
AI’s Power Surge: Systematic Global Equities Q2 2024 Update
In this update, we begin by reviewing the state of the economy as we enter the second half of the year. We then pivot to discussing the potential impact of Artificial Intelligence (AI) on the Utilities sector and the performance of the Technology sector, driven by ongoing AI trends.
Navigating the Economic Landscape in Mid-2024: The Only Certainty is Uncertainty: Q2 2024 Fixed Income Update
As we reach the midpoint of 2024, the economy grapples with familiar question that has persisted over the past couple of years. When will the substantial increase in interest rates significantly impact economic conditions?