Growth, Value, and ESG in Q3: Who Won?
By admin_45 in Blog

Growth, Value, and ESG in Q3: Who Won?

Three “Data” items today: #1: With just one day left to go in the third quarter, today we will look at how various investment styles performed in Q3 2021 as well as how they are faring for the year-to-date. First, here are the current QTD...

Seasonal Tailwind: Q4 Equity Returns
By admin_45 in Blog

Seasonal Tailwind: Q4 Equity Returns

Today we want to build on our recent seasonal US equity volatility analysis to see what it signals for the S&P 500’s performance in Q4 2021. The S&P was up +20.4 pct YTD through August before this month, well over one standard...

Q3 Performance Data, Our Q4 Picks
By admin_45 in Blog

Q3 Performance Data, Our Q4 Picks

With Q3 2021 ending in 4 days, today we will take an advance look at what worked and didn’t in the third quarter and how asset price returns are shaping up for the year. First up, global/regional/notable country equity price returns (data through...

FOMC Meeting/Powell Presser: By The Numbers
By admin_45 in Blog

FOMC Meeting/Powell Presser: By The Numbers

Three thoughts on today’s FOMC meeting and Chair Powell press conference for “Data”: #1: Powell’s comments reminded us of an important fact that doesn’t get enough attention: the Fed is trying to accomplish 2 very different goals with its...