Market Perspective

All About The Rates

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

In a world full of uncertainty, the familiarity and durability offered by the quality factor is increasingly important for investors...
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Quality Matters

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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Avoid Distraction

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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Expectations vs Reality

2023’s year-end rally helped mark the S&P 500® Index’s sixth strongest annual return in the last 25 years, seemingly fueled by optimism surrounding the direction ...
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The Quality Factor

Investors chase various goals, but often diversification is key and high atop minds amid the current stock-bond correlation conundrum...
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A Correlation Conundrum

Recently, as interest rates have climbed significantly and at a rapid pace, correlation between U.S. long-term government bonds and U.S. large cap stocks reached heights...
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Don’t Get Caught with Your Shorts Down

Shorting vs Selling Volatility – What’s The Difference?So far in 2023 there has been an abundance of headlines driving persistent uncertainty. Risks abound in light ...
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Protection For Less

Higher Rates Lower Protection CostsInterest rates resumed their climb in August, after a reprieve in July, shifting the yield curve higher. For perspective, the 2-Year ...
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A New Environment Supports a Strong First Half

Despite overwhelming expectations of doom and gloom at the beginning of 2023, the equity market had an excellent first half of the year (and continued ...
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