Momentum and growth had something to say about the shift to value/quality investing in April. The two factors dominated last month, accounting for a total return of 19.3% in the S&P 500 Momentum index and 16% in the S&P 500 Pure Growth index...
According to the Census Bureau, new home sales were at a seasonally adjusted annual rate of 682,000 in March. This represents a 7.4% increase from February’s rate of 635,000 and a 3.3% rise from the previous year. The latest reading was higher than...
SUMMARY
“Yield Matters” but investors cannot ignore real yields.
Real yields are attractive near 2% despite rising inflation, in our opinion.
Credit spreads are tight, but defaults are low.
Above Average Real Yields with Strong Fundamentals
Thus far 2026 has been a roller coaster year for fixed income...
Advisor clients have myriad goals and needs for their portfolios — but this year, delivering on them has gotten more complicated. Events in the Middle East will likely spur inflation for the rest of 2026. Meanwhile, market anxiety about the AI revolution’s profitability...
S&P 500 Posts Best Month Since November 2020
Despite lingering geopolitical tensions, higher oil prices, and renewed inflation concerns, equities moved higher in April, supported by a strong start to the Q1 earnings season and resilient economic growth. After approaching correction territory late last...
Bitcoin portfolios are entering a new phase as traditional financial giants build the plumbing that’s transforming digital assets from a speculative bet into a fundamental part of the financial stack. During a VettaFi webinar sponsored by CoinShares, industry experts outlined how 2026 marks...