When it comes to articulating data related to monetary policy outcomes, the FOMC has conveyed an awkwardly varied set of targets. Sam Rines discusses the FOMC's changing targets and data points related to monetary policy outcomes.
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The first three months and change of 2024 has brought with it a rather noteworthy shift in bond market sentiment. With Fed policy decision-making remaining data dependent for the foreseeable future, Kevin Flanagan discusses why investors should consider using the time-tested barbell strategy to navigate not only the current setting, but more importantly, what potentially lies ahead.
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On a recent episode of the Behind the Markets podcast, Jeremy Schwartz and Christopher Gannatti spoke with Dan Ives, Managing Director and Senior Equity Research Analyst at Wedbush Securities. They discuss the current state of the tech market and its comparison to 1995, AI beyond Nvidia and predictions for biotech in 2024.
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The financial world passed a milestone in 2024: for the first time, the assets managed by passive investment strategies in the U.S. exceeded those under active management. Against this backdrop, Joseph Attia discusses the shift toward indexing at the cost of active managers’ market share.
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Growth investing has performed strongly within U.S. equities for over a decade, however, last month the markets saw a distinct shift and the performance of value-oriented strategies accelerated. Christopher Gannatti demonstrates this shift by comparing some value funds to a few growth strategies.
Four years ago, the global economy shifted to goods-driven due to the COVID-19 pandemic. Samuel Rines outlines the subsequent transition of the U.S. economy to services-driven and the potential implications for investors.
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