- Dividend Growth
- Blue Chip Opportunities
- Large-Cap Earnings Momentum
- Macro Thematic Strategies
- U.S. Large-Cap Policy Opportunities
Sep'22 • Nicholas Bohnsack More
The macro landscape is messy. Many of the items on the laundry list of uncertainty have been uncertain for so long that they have been roundly discounted – both in price and in mindshare.
Sep'22 • Jerry Hendricks More
Built to Last or House of Cards?
With the S&P 500 surging almost 19% off the mid-June lows, only to turn around and give over 10% back, confusion abounds as to the direction of the next trend: up or down. Call it glass half full versus glass half empty, optimism versus pessimism, or any other analogy you want – most investors are at a crossroads
Sep'22 • Todd Sohn More
Bond Bear Market Continues
With August concluding, it’s now been 25 months since the Bloomberg Aggregate Bond Index scored a new all-time high – the longest streak since data inception in 1976