Market Perspective
Navigating Potential Stagflation
04/24/2025
Market Perspective
Uncertainty around the economic impacts of the Trump Administration’s tariff policy has caused concern of a potential environment where inflation reaccelerates while growth slows...
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March Madness
03/25/2025
Market Perspective
With screens on and brackets in hand, investors have entered “March Madness” in which the arrival of spring also means basketball...
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When the Bills Are Due
02/21/2025
Market Perspective
With the return of the Trump Administration, there is uncertainty about the potential impact of recently implemented policies and impending changes...
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Quality Matters
02/14/2025
Market Perspective
In the world of investing, factors are nothing new and are often used as a tool for diversification. With factor-based approaches, however, many investors often ...
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Volatility & The Fed
09/24/2024
Market Perspective
Investors following along this year witnessed higher average levels of volatility compared to the post-crisis quantitative easing era. However, until August, it was a relatively ...
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The Election Episode
07/12/2024
Market Perspective
In recent Perspectives, stock market volatility trends and impact on options market pricing has been reviewed. Summertime Volatility highlighted the seasonality of implied and realized ...
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Summertime Volatility
06/21/2024
Market Perspective
Spring has turned to summer and offers a chance to sit back, unwind, and find even the smallest escapes from the routines of the year. ...
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All About The Rates
04/11/2024
Market Perspective
In modest fashion, the U.S. Federal Reserve (the Fed) often dominates headlines, and it has been no different during the recent period of transitioning monetary ...
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Quality Comparison: Minimum Volatility and High Dividend
03/15/2024
Market Perspective
In a world full of uncertainty, the familiarity and durability offered by the quality factor is increasingly important for investors...
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Avoid Distraction
02/15/2024
Market Perspective
A U.S. presidential election year has arrived, and investors might be bracing themselves for the onslaught of campaign commercials and political distractions. Add to the ...
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