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The Fed is Driving the Markets - For Now

The Second Quarter of 2020 was marked by a glaring contradiction, one of the strongest equity rallies in the last fifty years against likely the greatest decline in GDP in the U.S. (and globally) since the depths of the Great Depression of the 1930s. As we have noted before, economic data and markets don’t necessarily move together; economic data tends to be backward-looking while markets are forward-looking.
Jun 30, 2020
Investing

Small Caps: The Good, the Bad and the Ugly

U.S. Small Cap stocks have had an ugly year in 2014; as of 10/28/2014, U.S. Small Cap stocks (as measured by the Russell 2000 Index) trailed U.S. Large Cap stocks (as measured by the S&P 500) by 10%. Investors with a well-diversified portfolio—which includes small caps—have watched their returns trail major market indices. It wasn’t supposed to be this way.
Nov 2, 2014
Investing

Solving the Equity Home Bias Puzzle

It’s not just insular Americans who do it. Individual investors and investment managers around the world invest in domestic equities out of proportion to the percentage of the total international equity market represented by the equities of their country. It’s called the Equity Home Bias Puzzle, and while it varies dramatically from country to country, it’s true in every country.
Aug 14, 2013