Articles

Trillions of dollars in monetary and fiscal stimulus have navigated its way through America’s plumbing, leaving some with green lawns and others with dirty dishes. As we collectively flirt...

This article will cover just that and more: What a dimension of return is What we mean by “tilting a portfolio” What strategies we use to access these dimensions...

In this paper, Dr. Shafer discussed whether history itself was more art or science, to which he concluded it was neither – rather, history is simply history. The same...

If you’re a music fan such as myself, you’re probably familiar with Fleetwood Mac and one of their greatest hits, Chain. The song was written by all five band...

Of course the two largest stock exchanges – the New York Stock Exchange (NYSE) and the National Association of Securities Dealers Automated Quotations (NASDAQ) – both reside in New...

The size and scale of this innovative wave makes sense when viewed through a historical lens, and this concept of innovative cycles was actually first introduced in 1942 when...

What Drives Returns? Returns are generated by exposing one’s capital to risk factors embedded within capital markets. Investors want to know the “what” and “why” behind the performance of...

Discretionary vs. Systematic Investing Within the investment profession, we have two different approaches to investing in capital markets: Discretionary and Systematic. They compare nicely to the relationship we see...

Despite the sudden onset and vicious reaction to COVID, many jobs once unavailable are finally coming back as local economies continue to reopen. In fact, new job openings are...