Small talk: The case for SMIDs
More of our insights
Growth tops value (again) as rates fall
There’s been no standout growth-value winner in 2021. This week’s chart looks at market leadership and emphasizes why flexibility has been important.
Style-agnostic approach important in fast-changing markets
With markets moving fast and furious, our chart looks at dispersions across factors and why style agnosticism may be more important than ever.
Assessing a new starting point
Against an exceptionally optimistic economic outlook, we analyze previous cycles to understand what may come next for stocks.
FANG–interest rate correlation turns more negative
Tech stocks have had a topsy-turvy 2021. Our chart looks at their correlation with rates, highlighting the importance of flexibility.
$5 trillion later, long-run GDP expectations mostly unchanged
Despite today’s optimism, long-run GDP projections remain similar to those pre-COVID. Our chart sounds a cautious note for long-term investors.
Flexibility important as 2020 leaders become laggards
Stock market leadership YTD has been a mirror image of 2020. Our chart looks this year’s leaders and why active management remains important.