Clark Capital: Is Accurate Benchmarking Possible In A Passive Era
Performance metrics widely used today were created in the late 1960s and early 1970s. The market has changed. Do the benchmarks need revision as well?
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Auour: A New Rate Regime
We are believers in money as a commodity and, much like any other commodity, its value is dependent on supply and demand. Easy money is over.
Invesco 2022 Mid-Year Investment Outlook: Where Do We Go From Here?
Much of the world continues to move past the COVID pandemic, but its economic and policy effects remain top of mind as a new set of questions emerge.
Morningstar: Staying the Course in Turbulent Market Conditions
Starting around mid-2020, some market participants were suffering from FOMO. Now there's just one letter for the mood and it stands for "fear."
AAMA: Are The Bubbles Behind Us?
Many aggressive asset classes are now priced in line with their fundamentals or even at a discount, but the lost wealth will sting for some time.
Morningstar Market Perspective: When Others are Fearful, Focus on Goals
If staying the course is the recommendation, how can investors commit more capital when uncertainty is so high and trailing returns are depressed?
BlackRock: What It Takes To Make Bonds Work Again
When investors desperately need a way to hedge equity risk, their most reliable tool is still broken: bonds. Conditions just aren't supportive.