Have you ever heard of Succession Risk? It occurs when key leaders of a company leave their position—whether expected or not—and a clear successor isn’t already in place.
When key leaders leave, there is a loss of both knowledge and experience that can be...
Physics tells us that something in motion stays in motion. With a month-to-date gain of 7.4% for momentum, according to data from S&P Global, other style-box factors essentially got out of momentum’s way.
Momentum’s strength comes on the heels of broader equities resilience as...
The yield on the 10-year note finished June 5, 2026 at 4.55% while the 2-year note ended at 4.17%, its highest level since February 2025.
The chart below overlays the daily performance of several Treasury bonds, starting from the pre-recession equity market peaks, along...
Although the S&P 500 reached multiple record highs early in the week, its upward momentum was halted on Friday by the stronger-than-expected jobs report, which triggered the index’s largest single-day drop since April 2025. This sharp plunge served as the primary driver behind...
Record-breaking May 2026 ETF flow data signals a structural shift in investor behavior, highlighted by a significant surge in fixed-income demand. While U.S.-listed ETF flows continue their historic ascent, May’s data reveals an increasingly discerning investor base. According to the latest State Street...
Not even halfway through 2026, and the software investing story is already divided into two distinct chapters. Earlier this year, the SaaS-pocalypse spooked private credit markets and investors holding shares of publicly traded software companies. More recently, many of those stocks are rebounding,...