July 2021 Stock market averages posted mixed results in June as economic headlines had investors vacillating between favoring cyclical or growth issues and ultimately choosing the latter to close the month. Large and small cap indexes outperformed mid-caps in June.…
Wes Crill, Head of Investment Strategists and Vice President, spoke to the Financial Times about the “close to unprecedented” rebound of small cap value stocks in recent months
June 2021 After some volatile trading sessions for May, stock market averages finished in positive territory with the small and mid-cap segments outpacing the gains in large capitalization stocks. Earnings reporting season concluded with a larger than average percentage of…
Stock market slides over a few days or months may lead investors to anticipate a down year. But the US stock market had positive returns in 16 of the past 20 calendar years, despite some notable dips in many of…
As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market cap, these stocks, on average, lagged the market.
May 2021 Stock prices moved higher in April with positive average performance across market capitalization sectors. The news headlines during the month continued to reflect economic expansion. The indexes that measure manufacturing and non-manufacturing activity both indicated growth above forecasts.…
This annual report documents the power of market prices by assessing US-based mutual fund performance relative to benchmarks over multiyear periods. The exhibits include data visualizations of fund survivorship and outperformance, persistence of top-quartile funds, and the impact of high…
April 2021 Stock prices continued their advance in March with average performance about equal among the market capitalization segments. Economic news was mostly positive during the month. Higher manufacturing index readings, rising factory orders and a surprisingly strong payrolls number…
Nearly a century of US stock market returns suggests that making investment decisions based on control of the chambers of Congress is unlikely to lead to better investment outcomes. From 1927 to 2020, stocks trended higher regardless of whether Democrats…
Listen in as Theodore Koenig examines what he views as the critical shift of investor interest in direct lending following the Great Financial Crisis. https://youtu.be/xTfrO8Ae3Ls
