Financial Markets Research

Data-driven historically informed research with a focus on managing risk across the market cycle

Subscribe

Asset Management

Where managing risk and investor behavior are the priorities

Learn More

OCIO Services

Comprehensive platform to turn your practice into a money management firm

Learn More

Asset Management

A risk mitigation approach to asset management available as separately managed accounts or model delivery

Research & Charts

Proprietary quantitative research published as a standalone service for advisors and individual investors. Hundreds of unique market indicators and charts.

CIO Outsourcing

Outsourced investment officer services for advisors ready to turn their practice into a process. Custom portfolio solutions & practice management tailored for successful advisors pursuing growth.

Latest Research

Q2 2024 World Wrap

by | July 1, 2024 | Research, World Wrap | 0 Comments

– US Equities led all major assets classes in Q2 2024. Momentum in big cap Tech stocks drove US Equity performance in Q2.
– Small Caps finished the first 6mos of 2024 in the red. This is the widest first six months outperformance of Large Caps versus Small Caps in at least 50 years.
– Emerging markets rebounded in Q2 with strong outperformance, led by Asia and Emerging European countries.
– Lumber futures fell more than 20% during the quarter. Yields on Treasuries rose, driving corporate bond spreads to the lowest since 2007.

Read More

Market Outlook – Equity Market Halitosis – stocks have stinky breadth.

by | June 28, 2024 | Market Outlook, Research | 0 Comments

Read More