May 23, 2025 A quick note on factor performance ahead of the long weekend. We hope everyone has a wonderful holiday and that even those (like us) facing inclement weather have something to look forward to amidst friends and family. We wanted to highlight our Large Cap. Growth vs. Value chart (below). As can be […]
Factor Friday: Growth vs. Value: Growth Now on the Cusp of a Break-out Read More »
May 2, 2025 As the S&P 500 makes its most sustained attempt at a bullish reversal since prices began correcting in March, we review our suite of factor funds. Rhetoric on global trade has shifted to conciliation among most global trading blocs. The Trump Administration has focused on China as their principle adversary in this
Factor Friday: Signs Investors are Rotating Back into Growth Read More »
April 4, 2025 Tariffs are here and they brought the Bear with them. Wednesday afternoon’s pronouncements and news of reciprocal measures coming out on Thursday evening has equities taking the elevator downwards. Speed is the weapon of the bear, patience that of the bull. As we survey our various factor fund groupings this week, we
Factor Friday: Reviewing Factors as the Bear Takes Over the Tape Read More »
March 28, 2025 The S&P 500 has rallied off recent lows made on March 13, but the RSI momentum study (chart below, panel 3) has hit a near-term peak at an area of expected near-term resistance. Equities have been setting up for a pivot on Wednesday April 2 as the Trump Administration will be announcing
Factor Friday: S&P 500 Rally Looking Tired Setting Up Low Vol. in the Near-term Read More »
Rotation away from Growth continues. We think there’s more upside for commodities related stocks in the near-term which supports continued outperformance in the Value trade. We will be looking closely at performance of defensive sectors and factors vs. those that offer exposure to Growth to try and sus out the next potential pivot for the US equity market. We don’t have high conviction signals to move off a defensive posture in our positioning yet.
Factor Friday: Equity Leadership Rotates to Value and Income Read More »
March 14, 2025 When we last published on factors on February 21st, 2025, we looked at long-term performance trends for the most popular factors. You can find the piece here, but the TL:DR version of it is that the Growth factor has historically demonstrated long-term outperformance at the expense of Value over the period studied
Factor Friday: Growth Stocks are in the Crosshairs Read More »
February 21, 2025 We wanted to change the usual cadence of our Factor Friday report this week to review longer-term trend in factor investing with an aim to give our readers more context for interpreting current factor behavior. We will be back with our regular format next week when we will be surveying our indicator
Factor Friday: Examining Longer-Term Factor Performance Trends Read More »
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