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Margin Stall: Examining the outlook for free cash flow margins
Rising free cash flow margins have been the principal driver of stellar equity returns. In this report, we apply a quantitative lens to margin expansion and examine the ramifications of a trend reversal for markets.
Market Madness
The Investment Research team leaves it all on the court as they share their top picks for the most impactful market event of Q2.
Market Madness 2023
Sit courtside as the Investment Research team evaluates their top picks for the most impactful market event of Q2
Market momentum fades as the economic cycle ages
Stock and bond returns in 2017 and 2018
Market Outlook? Choppy, sloppy mess at best with high probability of more pain to come…fight inertia and embrace alternatives!
A new strategy note from Chief Market Strategist Troy Gayeski
Market update: As capital markets waver, the real economy thrives
Chief Market Strategist Troy Gayeski shares his latest take on the markets.
Market volatility is dead; long live volatility!
Uncertainty in the second half of 2017 is likely to contribute to a new cycle of market volatility.
Markets are down again? You mean Fighting the Fed doesn’t work? The Galactic Mean Reversion continues
A new strategy note from Chief Market Strategist Troy Gayeski
Markets are suddenly vulnerable to optimism
When expectations are so positive, the threshold for a downside surprise becomes incredibly low. Publicly traded equities may be particularly vulnerable in the coming quarter.
Markets expect a rate cut. Policymakers don’t.
Get more context on diverging sentiment between markets and policymakers on interest rates – and how this uncertainty could present a headwind for investors.
Showing 1231–1240 out of 1843 results