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Wide performance dispersion may favor active managers

Dispersion between best- and worst-performing S&P sectors is at a 20-year high. This week’s chart tracks it over time and outlines why it matters.

Why the July Fed meeting could spark volatility

Dovish enough? Here’s why the Fed’s rate cut could leave investors disappointed.

Why rising rates may not lift your income

Traditional fixed income investors may feel they’ve been lost in a low-yield wasteland. But with improved global growth and the expected Fed rate hike trajectory, some may assume the struggle for income is coming to an end.

Why markets are floating past the economic collapse

In this report, we break down today’s payroll data, recent market performance and what investors need to prepare for next.

Who you gonna call? (Credit) Myth-busters.

Kara O’Halloran, Director, Investment Research, and Robert Hoffman, Managing Director, Investment Research, share their points of view on the current credit markets.

Where has all the diversification gone?

In this research note, we discuss what happens when many traditional sources of portfolio diversification fail, and how liquid alternative funds may offer a compelling case for diversifying exposure.

Where do you go for growth? The time for the right alts is still now!

A new strategy note from Chief Market Strategist Troy Gayeski
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