Although slower economic growth may impact cyclical stocks, structural tailwinds remain intact for Industrials, creating a chance to invest in the next upcycle. By Jon Maier; Michelle Cluver, CFA; Damanick Dantes, CMT
The S&P 500 Financials sector just experienced a dose of growth. The traditional value-oriented sector has new entries from the growthier Information ... By Jon Maier; Michelle Cluver, CFA; Damanick Dantes, CMT
Rising Asset Correlations Went into Overdrive In 2022 Correlations across U.S equity, international equity, and fixed income rose in 2022 as global ... By Jon Maier; Michelle Cluver, CFA; David Beniaminov, CFA
Macroeconomic shifts have stirred global markets this year, and the U.S. is no exception. Tighter monetary policy in response to higher inflation ... By David Beniaminov, CFA; Jon Maier; Michelle Cluver, CFA
Quality has grown in importance as reduced demand expectations and lower consumer sentiment weigh on the macro outlook. The term ‘quality’ can ... By David Beniaminov, CFA; Jon Maier; Michelle Cluver, CFA
The Federal Reserve’s July FOMC meeting potentially tilted the market’s focus from interest rate sensitivity to economic growth sensitivity. Therefore, the prospect ... By Jon Maier; Michelle Cluver, CFA
Given the current macroeconomic environment, where the most significant topics include discussions on inflation, policy rates, real GDP (rGDP), and the Fed ... By David Beniaminov; Jon Maier; Michelle Cluver, CFA
Growthier segments of the market came under pressure as investors began prioritizing shorter duration, current profitability, and dividend income. About 75% of ... By Jon Maier; Michelle Cluver, CFA; David Beniaminov
Russia’s invasion of Ukraine, the biggest conventional military attack in Europe since World War II, has wide-ranging implications for economies and markets ... By Jon Maier; Michelle Cluver, CFA; David Beniaminov
Is inflation permanent, transitory, or some combo thereof? Should investors be preparing for a short-term increase in inflation or are higher inflation expectations ... By Jon Maier; Michelle Cluver, CFA
Investing involves risk, including the possible loss of principal. Diversification does not ensure a profit or guarantee against a loss. This information is not intended to be individual or personalized investment or tax advice and should not be used for trading purposes. Please consult a financial advisor or tax professional for more information regarding your investment and/or tax situation.
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