In the wake of an increasingly uncertain economic backdrop, narrowing earnings growth, and heightened market risk, market discussions have pivoted to a renewed focus on active management.
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This month, we’re celebrating the 10th anniversary of our Dividend & Yield strategy (DIVYS), a distinctive, large-cap dividend approach helmed by esteemed Portfolio Manager and Co-Chief Investment Officer Alex Oxenham.
The lower-than-expected monthly job growth report released on May 3 further bolsters the growing narrative that the labor market, while robust, is showing signs of loosening.
The release of The Rise and Fall of Ziggy Stardust and the Spiders from Mars in 1972 proved pivotal for David Bowie, boosting his career into interstellar overdrive. As I started to think about writing this quarter’s letter the opening track, “Five Years,” came to mind. With SMCO hitting the five-ye...
By all metrics Q1 2024 was an undeniably optimistic ride, underlined by the continuation of a soft landing, recession odds declining, inflation receding and rate cuts in the Fed queue. Economic data is supporting the optimism; the jobs picture remains strong, the inflation picture improving, despite...
2024 is off to a strong start with the S&P 500 having its best start since 2019 and continuing the momentum that began in Q423. Since the “risk on” rally began on 10/27/23, the performance of the S&P has been impressive:
A healthy labor market, which often includes significant immigrant participation, is crucial for a flourishing economy characterized by steady and sustainable growth with relatively low inflation. The central bank’s (the Fed’s) dual mandate, to achieve maximum employment and price stability, is in s...
Understanding Active ETFs
Explore Active ETFs: Learn what differentiates them from other ETFs and why they're becoming increasingly attractive to today's investors.
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