Investment

A professional perspective on investing

Investment

The Market Has No Problem Concentrating

The market concentration so far this year is unprecedented!

11.09.23
Resources

Benefits of Multi-factor Modeling:Part 3

#3) Tying It All Together

08.03.23
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Benefits of Multi-factor Modeling:Part 2

#2) The 5 Factors: Individually vs Collectively

08.02.23
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Benefits of Multi-factor Modeling:Part 1

#1) The Factors and Tracking Error Defined

08.01.23
Investment

Understanding the Breadth Indicator

What has to happen to expand the narrow breadth performance of the S&P 500?

06.26.23
Investment

What is Driving S&P 500 Returns?

A look at concentrated performance of the S&P 500.

04.11.23
Investment

Market Update Webcast- February 2023

Andrew Mies | CIO | 6 Meridian Key Takeaways: 2022 Review | Even the diversified investor struggled in 2022 with…

02.01.23
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The 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
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Inflation Ubiquitous

“Inflation this high hasn’t been seen since the late 1970s” – this headline could have been copy and pasted for…

06.16.22
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Unprecedented 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
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Daily 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
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Volatility Continues

All the major US averages have moved to either correction (-10%) or bear market (-20%) levels. There are several reasons…

02.24.22