A Profit‑Focused Look at the S&P 500 #chartoftheweek Despite significant volatility in 2025, the S&P 500 hit record highs in recent days. Additionally, the S&P 500 Index has become further concentrated as the Magnificent Seven mega‑caps rebounded from their early‑year

Yield in a Haystack: Uncover Income Across the Index #chartoftheweek The S&P 500 Index’s dividend #yield of 1.24% (as at 6/30/2025) is roughly half of its level a decade ago and well below the 3-5% range that we had seen in many decades historically. While not necessarily a

Interest Rates: Back to the Fed Funds Futures… Market Eyes 2026 Cuts #chartoftheweek Last week, the Federal Reserve left rates unchanged for a fifth straight meeting. With its dual mandate focused on a 2%-inflation target and maximum employment, many analysts use real-time

Navigating 2025: Insights from Factor Performance #chartoftheweek Considering performance through the lens of factor exposure can provide a unique view of market volatility and performance attribution. Momentum, Quality and Value have been some of the best performing style

Check out the latest article in my newsletter: Are we missing the point with Small-Cap? linkedin.com/pulse/we-missi… via LinkedIn

Is Small-Cap Presenting an Opportunity? #chartoftheweek When looking across the S&P indexes Equity Style Box, comparing current price-to-earnings (P/E) ratios to 20-year averages paints an intriguing picture. Large-cap and growth stocks have enjoyed years of strong performance

Rate Cuts on the Horizon? What to Expect from the Fed #chartoftheweek The Fed has held its target rate of 4.50–4.25% steady through 2025, but markets are now looking to the September 10th meeting for the first rate cut of the year.   Based on rate probabilities from CME

Continued Tightening in the Labor Market #ChartoftheDay Amidst tariff pressures and stagflation concerns, U.S. labor markets have been front-of-mind for investors in 2025. This week, the Bureau of Labor Statistics released a much-anticipated report, which included U.S. job

Equity Dividends: The Unsung Hero of Returns #chartoftheweek For some investors, dividends are just a byproduct of equity ownership and seen as a modest stream of income. For others, they’re a cornerstone of equity returns to be distributed or reinvested for greater long-term

Long-Term Yields: What’s Next? #chartoftheweek This Wednesday, the Fed delivered its highly-anticipated 25bp rate cut, and guided expectations for further cuts through year-end, as the majority of officials projected at least two further rate cuts in 2025. The Fed’s focus

Insights from OpenAI’s Largest Study #chartoftheweek Recently, OpenAI released its largest study on ChatGPT usage, offering insight into how it creates value for users. With over 700 million weekly active users, OpenAI draws on an unmatched set of data, providing a unique view

Nothing beats the intellectual stimulation of debating ideas and exchanging perspectives with industry leaders you truly respect and admire. Huge thanks to Mark Carver (Global Head of Equity Solutions) and Peter Shepard (Global Head of Analytics R&D) for a fantastic discussion

YTD Performance: Gold takes the Gold, with International Equities in 2nd Place hashtag#chartoftheweek As Q3 closes, it’s a great time to reflect on year-to-date performance across asset classes. After two years of high returns for global equities where the MSCI ACWI Index ended

Real Assets Get Real… #chartoftheweek In a rising yet volatile global equity market, driven in large part by AI exuberance and the technology sector, anchoring a portion of one’s portfolio toward real assets may make sense from a diversification standpoint. A look at the

Just two weeks ago, we told you that 2025 has been a standout year for gold, with the metal outperforming major asset classes including even the S&P 500 Index and Bitcoin. Often viewed as a diversifier and inflation hedge, gold investors have greatly benefited this year. Indeed,

Tax Efficiency Takes Priority #chartoftheweek According to Cerulli Associates’ 2024 “Private Wealth Management Executive Survey”, tax minimization and wealth preservation are clients’ top investment objectives – two topics that go hand in hand. Specifically, to answer the

Will We See a “BOO-st” for Candy Stocks this Halloween? #chartoftheweek #Halloween this year comes amidst an eventful week: the Fed announced a 25bp rate cut, #Nvidia became the first company to pass $5 Trillion in market cap, and the S&P 500 Index hit new all-time-highs.