Lessons From The Past On How To Position Equity Portfolios In A U.S. Presidential Election Year

The strongest year, by quite a margin, tends to be the third year in a presidential term. The presidential cycle suggests positive equity performance could be expected in the last nine months of 2024. The Third Year of a Presidential Term Is Usually the Strongest for Equity Markets.

Why U.S. Large Cap Growth's Banner Year Didn't Look The Same Across Index Providers

Methodology differences influence the classification of growth stocks. Russell 1000 Growth returned 42.68% in 2023 compared with 30.03% for the S&P 500 in 2022. US large-cap growth outshone the growth performance of value stocks in 2021 and 2023.

Rate Decreases: Be Careful What You Wish For?

Magnificent Seven Drive 2023 U.S. Large Caps - And Spotlight Index Profitability Rules

Equity Factor Report - Q4 2023: Growth Strategies Rally On The Prospect Of Lower Interest Rates

Our 2024 Outlook

Home Market Outlook Today's Market Our 2024 Outlook for the economy and markets in 2024. The biggest economic story of 2023 was about something that didn't happen: no recession in the United States. We expect 2024 will be a different environment for AI, one less about hype and more about proof of concept. The economy in 2024 is expected to be slower, but still growing.

Large Vs. Small Gap Keeps Widening

Expanding (Investment) Horizons: The Case For Investing Globally

Flexibility Matters

Matrix Asset Advisors Q2 2023 Capital Markets Commentary And Quarterly Report

Rise In Unprofitable Companies: Active Management's Time To Shine

Large-Cap U.S. Equities Showing Narrow Breadth In Year-To-Date Performance

Playing Defense: Comparing U.S. Large Cap Volatility Strategies

Style-Box Update: Growth Resumes Outperformance - Don't Forget Non-U.S./Russell 2000

All-Time Danger