Schafer Cullen: How Value Historically Defies The Bear
The only good news in all of this is that historically difficult markets tend to be very good for the relative performance of value investment styles.
Recent
Alpha Vee Strategy Spotlight: What's In The Risk Managed SMID Top 5 Sector Equities Index?
SMID caps are generally less covered by analysts, less liquid, and generally more volatile in the short and medium term than large caps.
Donoghue Forlines: Dancing With The Bears
We still believe we are not in a recession, and at most a shallow one is happening right now. However, the market is experiencing a liquidity squeeze.
Auour: This is Volatility
We have been adding to our cash positions since Thanksgiving of 2021 as we looked to mitigate an expected adverse market environment.
Clark Capital: The Worst 1H In Decades (For Others)
With the Fed, high inflation levels and mid-term elections still looming, volatility will continue in the third quarter but value is back on top.
Flexible Plan: A Probability-Based Approach To Market Uncertainty
I carried both of these rules to an extreme when I created a portfolio for a friend. I recommended four suitability-based core portfolio strategies.
Morningstar Investment Management: The 2022 Selloff And Where We Stand
While periods of uncertainty are certainly not pleasant, they often unearth opportunities. By sticking with our process, we can do exploit them.
