The Market Has No Problem Concentrating
The market concentration so far this year is unprecedented!
11.09.23 ResourcesBenefits of Multi-factor Modeling:Part 3
#3) Tying It All Together
08.03.23 ResourcesBenefits of Multi-factor Modeling:Part 2
#2) The 5 Factors: Individually vs Collectively
08.02.23 ResourcesBenefits of Multi-factor Modeling:Part 1
#1) The Factors and Tracking Error Defined
08.01.23 InvestmentUnderstanding the Breadth Indicator
What has to happen to expand the narrow breadth performance of the S&P 500?
06.26.23 InvestmentWhat is Driving S&P 500 Returns?
A look at concentrated performance of the S&P 500.
04.11.23 InvestmentMarket Update Webcast- February 2023
Andrew Mies | CIO | 6 Meridian Key Takeaways: 2022 Review | Even the diversified investor struggled in 2022 with…
02.01.23 ResourcesThe History of US Recessions: Does history truly repeat itself?
December 7, 2022 Andrew Mies, CFA®Jason Mayers, CFA® Determining when or if the economy is in a recession is not…
12.08.22 ResourcesInflation Ubiquitous
“Inflation this high hasn’t been seen since the late 1970s” – this headline could have been copy and pasted for…
06.16.22 ResourcesUnprecedented Moves in the Bond Market
It is extremely rare in financial markets to have something happen for the first time. In our May Viewpoint (see…
05.13.22 ResourcesDaily Market Moves Not Seen For Over a Decade
If it feels like the stock market has had a volatile start in 2022, you are correct! Between geopolitical issues…
04.19.22 ResourcesVolatility Continues
All the major US averages have moved to either correction (-10%) or bear market (-20%) levels. There are several reasons…
02.24.22