More of our insights
At new highs, stocks increasingly split from earnings
The S&P 500 has hit a fresh new high. Are stocks ready for a pullback? This week’s chart looks at the split between equities and earnings.
Lower correlation, higher opportunity for active managers
This week’s chart looks at declining S&P 500 correlations, which may open the door for active managers to add alpha to a portfolio.
Valuations near highs – and investors expect more
Stock valuations and investor expectations have risen together over the past decade. Our chart looks at why this pattern is unlikely to continue.
Q1 earnings: Back to the future
The first earnings season in the age of COVID-19 is wrapping up, and company reports gave a glimpse into how the pandemic is impacting corporate America.
Earnings power: Equities face a challenged profit landscape
Corporate earnings have hit a snag and could inject volatility into markets going into 2020.
Stock buybacks: A mountain or a molehill?
Read about the surge in stock buybacks and how it has contributed to the public equity market becoming less diversified.