Financial Markets recovered partially from a sharp sell-off in the first quarter. Returns in the U.S. were positive, with the S&P 500 index rising by over 3% in the second...
Benefits of Investing in Domestic SMID (Small-Mid) Assets
SMID cap, as defined by stocks that fall within the market cap range of $2-$20B, have historically been...
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Benefits of Investing in International Small Cap
Companies that reside in the lower end of the market cap spectrum are often more nimble, possess higher...
Obviously, volatility has picked up from a historically low level. Some component of this is a function of “risk parity” portfolio construction models, where as statistical...
“When I look back on all these worries, I remember the story of the old man who said on his deathbed that he had had a lot of trouble in his life, most of which had never happened.”...
Q - You seem agitated by the ultra low bond yields. Maybe you need to make a mental adjustment?
A – Yes. Whether global yields are hovering close to zero due to secular stagnation,...
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The Waiting Game
Financial market returns were quiet in the second quarter, seemingly waiting for some kind of definitive signal that never arrived. The...
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