Equity

Speeding Cars in City at Dusk

Today’s tech-boom is beginning to rhyme with the dot-com era

As Technology sector weightings approach levels last seen in 1999, investors would be wise to heed that era’s lessons on timing the market.

Crystal Ball

Sell in May and… Stay tuned

As Momentum expands, Growth’s exposure increases. Navigating this risk requires investors to assess their full exposure to Momentum.

Wall Street columns

Fourth-Quarter Small Cap Selloff: Teflon Momentum (aka Schadenfreude delayed)

Equity markets finally sold off. That should be bad for Momentum, right?

Sell in May and… Stay tuned

June 17, 2019

As Momentum expands, Growth’s exposure increases. Navigating this risk requires investors to assess their full exposure to Momentum.

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VIX: How low can it go (and why should investors care)?

August 17, 2017

Eight years into the slow and steady recovery of the economy and markets, complacency has hit record highs. As the era of complacency continues, we take a closer look at how investors are positioned and why it makes sense to add a little protection to your portfolio before volatility returns.

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