Is It Time for Investors to Take a More Cautious Stance?
In the Federal Reserve’s Wednesday meeting, officials indicated they expect to begin reducing monthly asset purchases “soon,” though they did…
SPY,DJI,QQQ
William Blair Commentary: Why Industrials Can Be ‘Growth’ Stocks
Our overweight to industrials is unique for growth investors, but there are good reasons for it. These companies offer high…
Jeremy Grantham’s GMO 2nd-Quarter Letter: Dispelling Myths in the Value Vs. Growth Debate
Executive Summary After several strong quarters for value stocks, the last few months have seen a sharp reversal in favor…
GMO Commentary: Merger Arbitrage Opportunity
Intense technical liquidation in Merger Arb deals improved prospective returns As of 8/4/2021 | Source: GMOBars represent the median values…
William Blair Commentary- Beta-Bucket Update: Positive Outlook
To achieve an efficient deployment of our risk budget, we divide the investable emerging markets (EM) debt universe into three…
GMO Commentary- Bubble Signs: Stock Issuance
Source: Federal Reserve.The title of the chart is a phrase that has been attributed to the head of First Boston’s…
Royce Investment Partners Semiannual Letter: As the Economy Accelerates, the Market Loses Steam
The first six months of 2021 offered an important reminder that the economy and the equity markets—small cap stocks included—advance…
Cobas Funds Commentary: Opportunities Should Be Taken
Opportunities present themselves in different ways and you need to pay attention to detect them in time and benefit from…
GMO Commentary- Resource Equities: Inflation Protection Trading at a Discount
After decades of subdued inflation, rising prices in commodities and consumer goods have prompted many investors to revisit their portfolios’…
William Blair Commentary: Opportunities in Middle Eastern Debt
When assessing opportunities in emerging markets (EM) debt, we consider both top-down and bottom-up perspectivesand recently, this led us to…
