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Jun'22 Nicholas Bohnsack

When Will It End?

One surprising element of client positioning, given the heightened volatility that has marked the first half of the year, remains the durability of optimism harbored for equities in general and Growth stocks in particular.  Flows into equity and bond market mutual funds and ETFs indicate tha...

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May'22 Nicholas Bohnsack

More to Come

The consensus continues to assign higher odds to a “soft landing” than other economic outcomes – notably, Recession – and equity positioning, while lower relative to total portfolio,...

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May'22 Todd Sohn

Investors Agnostic Towards Rising U.S. Dollar

One of the more important macro developments throughout the last year has been the ongoing strength of the U.S. Dollar. The U.S. Dollar index (DXY) – which is heavily weighted towards the Euro, British Pound, ...