The Price of Conviction
Ten years ago, the earnings yield on U.S. equities, as represented by the S&P 500 Index, sat notably higher than the real 10-year U.S. Treasury Note yield. That relationship changed dramatically in 2026.
V-Square named a Finalist for ThinkAdvisor's 2026 Luminaries Awards for Product or Service Innovation for our Tax Aware Strategies!
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Aug 25, 2026
The Winners Keep Changing
As professional investors and systematic managers, we see market leadership as the result of a constantly changing mix of valuations, growth, inflation, interest rates, liquidity, geopolitics, sector fundamentals, factor cyclicality, investor behavior, and a bit of je ne sais quoi.