Trading Days Without a 2% Drop for the S&P 500

Trading Days Without a 2% Drop for the S&P 500 The ongoing streak without a 2% decline in the S&P 500 is remarkable, but it has occurred before. Past market cycles have recorded even longer…

U.S. Small Cap Fund Flows

U.S. Small Cap Fund Flows The recent surge in inflows to U.S. small-cap funds highlights a favorable outlook on small-cap stocks as an investment option, as investors appear to be reallocating some of their assets…

Performance – U.S. vs. Global ex-U.S.

Performance – U.S. vs. Global ex-U.S. Given that U.S. equities are at record highs compared to global stocks, should long-term investors consider reallocating a larger portion of their portfolios to global ex-U.S. stocks instead of…

Inflation – U.S. Core PCE and Core CPI

Inflation – U.S. Core PCE and Core CPI Goldman Sachs’ forecast of a continuous decline in U.S. core PCE and core CPI suggests a potential slowdown in inflationary pressures, which could have significant implications for…

U.S. Value Flows

U.S. Value Flows Over the past 18 months, outflows from U.S. value funds have been substantial, totaling a record $100 billion. Image: BofA Global Investment Strategy

NAAIM vs. S&P 500 Index

NAAIM vs. S&P 500 Index Active investment managers, with their portfolios fully invested in equities, are often criticized for their consistent habit of selling at market bottoms and purchasing at market tops. Image: Real Investment…

Performance – Large Cap vs. Small Cap

Performance – Large Cap vs. Small Cap The durability of the rotation from U.S. large caps to U.S. small caps remains to be seen as the market assesses the implications of changing inflation and rate…