Midterm elections to bring investors trick or treat?

Midterm elections to bring investors trick or treat?

The U.S. congressional midterm elections roll around every four years, inviting plenty of speculation about how the outcome will affect markets — possibly delighting or spooking investors. Rather than play along with pundits’ political guts, we prefer to take a...
Stock tumult in Q4 2018

Stock tumult in Q4 2018

Asset classes are springing leaks at a rapid rate in the 4th quarter of 2018. In particular, global stock markets suddenly cast aside their complacency and sold off sharply with cascading events Oct. 10-11. Major U.S. indexes were down approximately -5.0% over those...
2018: Bond Discontent

2018: Bond Discontent

2018 has been a trying year for bond investors. As of this writing, the Bloomberg Barclays Aggregate Bond Index is on track for the second worst year in its entire history (since 1976), down -2.49% year to date. Since 1976, the index has had a negative total return...
The basics of multi-factor investing

The basics of multi-factor investing

I understand a lot of people would rather listen to the screeching of fingernails on a chalkboard than attend a workshop titled, “Assessing Potential Opportunities in Multi-factor Investment Strategies” — but not me. I love this stuff, so I recently joined S&P...