Flexibility paramount amid value-growth transition
Value stocks are showing signs of life as rates rise. This week’s chart looks at the change and suggests flexible mandates are more important than ever.
Economists hike forecasts, but not for stocks
Forecasters turn brighter on the economy, but not stocks. This week’s chart asks whether stock investors need to curb their expectations?
Record equity inflows continue amid mixed fundamentals
Stock inflows reach a new record; are they divorced from fundamentals? This week’s chart asks if investors should reevaluate equity risk.
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.
