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Market Insights

Are All Large Cap Growth Investments The Same?

As large company stocks are often the backbone of a diversified investment strategy, we believe it is important to understand the make-up of a portfolio’s underlying investments and structure.
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June 2021 Russell Rebalancing

If you are an investor in the small cap space, June 2, 2021 was another eye-opening day for some companies that are often referred to as “Meme” stocks.
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The Retail Stock Frenzy, What Does it ‘Meme’ for Your Small Cap Portfolio

If you are an investor in the small cap space, June 2, 2021 was another eye-opening day for some companies that are often referred to as “Meme” stocks.
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Small Cap Stocks Continue to Lead the Way

In the aftermath of the market sell-off in the first quarter of 2020, we looked at market behavior during similar past events.
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Small Caps, Led by Value Stocks, Surge in the Fourth Quarter

Over the past few months, there has been a significant reversal in market leadership between both Large and Small stocks as well as between Growth and Value.
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Are All Large Cap Growth Investments The Same?

As large company stocks are often the backbone of a diversified investment strategy, we think that it is extremely important to understand the make-up of a portfolio’s underlying investments and the structure in which they are held.
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More Room for Stocks to Run?

Is There More Room for Stocks to Run? Equity Risk Premium metrics offer some interesting information.
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Consumers May Be Primed to Spend

Could pent up demand accelerate growth once consumers feel safe to spend, both from an economic and a health perspective?
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