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Small Cap (4)
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...Pandemic Could Accelerate ESG Interest
With fund inflows nearly quadrupling to a record $20.6 billion in 2019¹, ESG interest has clearly...A Couple Tailwinds We Believe Are Poised to Blow in Active Managers’ Favor
The arguments in favor and against active management are too long to tackle in a single blog post –...Topics
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