What does a century of economic cycles teach investors about investing? Our interactive exhibit examines how stocks have behaved during US economic downturns. Markets around the world have often rewarded investors even when economic activity has slowed. This is an…
Investors often wonder whether the market will rise or fall based on who is elected president. The data show that capturing the long-term returns of the capital markets does not depend on which party controls the White House. In a…
Tracking the relative strength (RS) scores of equity styles to the S&P 500 over the last 6 months reveals a noticeable shift. The positive trend in RS scores for small/mid cap value are leading some to wonder is small/mid value…
As investors grapple with the new reality of low yields, Starwood outlines the relative value driven by SREIT’s current distribution rate and tax efficiencies.
History shows that you can’t time stock returns. To capture the market’s historical premiums, you have to be patient.
The stock market’s ups and downs are unpredictable, but history supports an expectation of positive returns over the long term. For the best shot at the benefits the market can offer, stay the course. Stock returns are volatile, but nearly…
Equity prices continued to advance in July. Indexes constituting large, mid, and small capitalization issues all finished with solid gains. News of positive coronavirus vaccine developments had a particularly leavening effect on stock prices. In addition, news pointing to a…
Professor Kenneth French explains key principles of a successful investing experience.
When markets are rough, it’s tempting to want to make a quick change to your investments. But much like changing lanes in traffic, impulsive moves can add anxiety and risk with no guarantee you’ll benefit.
Lifting Financials to overweight, Energy to marketweight, while lowering Consumer Staples, Utilities, and Real Estate to underweight. Sector allocation changes since June 3 move cyclical sectors from 670 basis points underweight to 670 overweight. Cyclical Value sectors have been hit…
