The Missing Middle
After years of large-cap leadership, Small-Mid Cap (SMID) is back in focus. The strategic case for an allocation to SMID, however, is broader than this year's performance.
Chart of the Week
25 posts
Bonds Sell Off Across the Globe
This week, rising tensions in the Middle East and growing concerns over inflation and fiscal deficits drove a broad selloff in global bonds. This global bond selloff reflects a combination of factors.
Today’s Winners, Tomorrow’s Losers? Sector Performance Across the Business Cycle
Sector performance varies widely across the business cycle. Investors and advisors alike should keep in mind that the sector that leads outperformance in one period may not outperform in the next phase of the business cycle.
The Real Wage Slowdown
Real wage growth can provide useful insight into the American household and the strength of our economy. Taking a step beyond nominal wage numbers, real wages are adjusted for inflation and show purchasing power.
Your Global Equity Exposure Is More American Than You Think
As middle-power alliances take shape and tariff negotiations intensify, investors may reasonably wonder how this could impact their global portfolios.
250 Years of U.S. Economic Growth
Wishing everyone a Happy Fourth of July. As America celebrates its 250th anniversary, we thought it was a fitting moment to reflect on the long-term economic picture.