Your Complete Guide to Sector Rotation

As the economy expands and contracts, so do the financial performances of companies across the 11 stock sectors. When the outlook is positive, economically sensitive companies perform better and investors are prompted to buy their shares. If the outlook turns sour, investors may sell out of those companies and swap into investments that can better … Continued

The Best Performing Mutual Funds in Each Category and How to Find Them

When putting together an investment portfolio, whether for yourself or on behalf of a client, finding “best of breed” mutual funds is a worthwhile and pivotal exercise. As the universe of mutual funds continues to expand, better performing funds with optimized strategies and lower fees are always emerging. So how can advisors and investors find … Continued

10 Stock Market Trends for the End of 2021

Even though the S&P 500’s year-to-date max drawdown is just 5.2%, there’s never a shortage of questions on the minds of investors. And with concern over a further market pullback growing, many advisors and their clients are wondering what’s in store for their portfolios. Is the sky falling? Or just another bump in the bull … Continued

Can Active Management Still Add Alpha?

A unique approach to the age-old active versus passive management debate. Executive Summary Selecting the correct asset class tilt is ~10X as important as deciding whether to invest in Active vs. Passive Funds. (TABLE 1) Actively managed funds outperform passively managed funds by ~2 percentage points per annum, on average. (TABLE 2) Over the last … Continued