PERSPECTIVES The enigmatic performance of Value has been a hot issue in investment circles over the least few weeks. Where do we go from here? Our team takes a closer look. Since 2007, the Value category has lagged...

PERSPECTIVES Some investors are betting on the housing market to lead the U.S. economy out of recession. Record-low interest rates have spurred demand.  This week, the National Association of Home Builders...

With news of vaccine progress, we take a look at Retail, an oft-ignored sector battered by the pandemic. Retail shows signs of recovery but still falls short of 2019 pre-pandemic levels. But how much of this positive...

We’ve got front row seats to the battle royale between cap-weighted and equal-weighted ETFs—especially as Top 5 members Google, Apple, Amazon, and Facebook (all of the S&P 500) beat Street estimates last week...

In this novel environment, advisors are not only thirsting for new ideas, but re-calibrating their fundamentals. They’re also learning who their clients are when faced with volatility.  Souring relations...

Weekly Update With a tight yield environment, relaxed monetary policy, and record ETF inflows—$40B for YTD 2020—gold rapidly gains ground in asset allocation. As the precious metal approaches an all-time high of $1,900...