In 2020, ‘S’ and ‘G’ Become Bigger Part of ESG Focus
Prior to 2020, the environmental aspect of ESG (Environmental, Social and Governance) investing has...A Sector’s Economic and Market Forecasts Are Rarely the Same
In the recent downturn, there are few, if any, pockets of the economy that have suffered as much as...Style Boxes Pose Pitfalls in Post-Pandemic Investment Landscape
Growth or value? It’s a question advisors and allocators ponder at every potential turning point in...Explaining the Disconnect Between Stocks and the Economy
In recent conversations with clients, we are getting fewer questions about our economic outlook....Top-Heavy & Troubling: S&P 500 Bears Extreme Concentration Risk
The S&P 500 bears an extreme risk: too few stocks account for too much of its weight. The index is...Topics
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