Market Perspective
The Durable Case for Options-Based: Understanding Performance in Varying Environments
05/21/2026
Market Perspective
Key Takeaways Historical data shows that implied volatility has exceeded realized volatility over 89% of the time since 1990, creating a persistent premium for disciplined ...
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The Quality Factor: Why Resilience Matters
02/26/2026
Market Perspective
Key Takeaways Quality stocks have delivered superior risk-adjusted returns across nearly three decades, outperforming a majority of the most well-known factors such as value, growth, ...
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High-Priced Holiday Season
12/12/2025
Market Perspective
It’s Beginning to Look a Lot Like (an Expensive) Christmas In 2025, despite simmering concerns surrounding global trade, equity markets continued to find new all-time ...
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Buckle Up for Ease
10/22/2025
Market Perspective
On September 17, 2025 the U.S. Federal Reserve (the Fed) lowered the Federal Funds rate by 25 basis points to 4.25%...
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Harvest Season, Extended
10/03/2025
Market Perspective
In the world of investment management, the "hidden" cost of taxes can be one of the largest drags on an investor's long-term returns...
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Identifying Quality
08/15/2025
Market Perspective
Investing in quality stocks can offer a powerful combination of defensive resilience and long-term growth potential.
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Dominating Deficits
06/23/2025
Market Perspective
The topic of fiscal dominance - when fiscal deficits are so large that it renders the U.S. Federal Reserve (the Fed) monetary policy ineffective - ...
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April Showers
05/12/2025
Market Perspective
As they say, April showers bring May flowers, and investors who weathered the storm this past month are looking forward to the sunshine...
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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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