Inflation was at the top of investors’ minds for much of February as they tried to parse inflation expectations and its impact on their portfolios. Equities capped off an...
While overall equity returns were unremarkable in January, speculative trading in a few stocks was electrifying. As investors focused on traditional measures of company and economic health, such as earnings and economic growth, momentum drove several names to unusually high levels. We asked Seth Hieken, Director of In-House Solutions and Senior Portfolio Manager about the peculiar market activity. You’ve discussed how the combination of...
The United Nations Sustainable Development Goals (SDGs) are a collection of global goals that seek to integrate and balance the three key areas of sustainable development: economic, social, and...
In the 2021: Great Expectations webinar, our Investment Leadership Team provided their insights on the markets and economy and addressed questions on the minds of investors including: Should investors anticipate similar...
Most investment markets posted strong returns for 2020 despite grappling with a pandemic and one of the worst global economic crises since the Great Depression. While counterintuitive to many,...
Generating tax alpha and building selectively around concentrated stock positions are direct indexing’s primary benefits, according to Brian Katz, CIO of The Colony Group.
December marked the end of the best quarter over the last 25 years for smaller, publicly traded companies’ stocks. The S&P SmallCap 600 Index advanced 8.3% for the month and a whopping 31.3% for the quarter. These gains are more impressive when compared against the S&P...
Editors Note: This analysis is being published in collaboration with EconoFact, a nonpartisan economic publication that created the following content. The Issue: Over the past two years, the Federal Reserve...
The best part of getting a shot in the arm is the sugary treat that often comes with it. As concerns shifted in November from if an effective vaccine...
As Appeared in Bloomberg by Suzanne Woolley In the wake of a tumultuous U.S. presidential election, and with the Covid-19 pandemic upending almost every aspect of our lives, sitting...
Election watchers have experienced a range of emotions over the last few days, as votes have trickled in from key battleground states. As of this writing, we do not yet have a definitive outcome, except that, while still possible, neither party is guaranteed to control both...
October Observations We are simultaneously facing three fundamental crises: the Covid-19 pandemic, racial inequality and social injustice, and climate change. Undoubtedly, albeit to varying degrees, these challenges have impacted...
Many commentators have endorsed the idea that Vice President Biden would be universally bad for investment markets while President Trump would be good. We take a different view, believing...
Surgery is scary but relatively easy work for the patient thanks to anesthesia. The hard work comes after the patient wakes up and starts the rehabilitation and recovery process....
Richard Steinberg, CFA, Chief Market Strategist for The Colony Group, participated in the CNBC Fed Survey published September 15, 2020, which represents the opinions of 37 of the nation’s...
A 2019 study by the National Academy of Sciences confirms the widely held belief that humans are drawn to negative news. Results from a 17-country, 6-continent study showed that...
Plan sponsors often struggle to develop an investment plan that meets the diverse needs of their plan participants while fulfilling the requirements of their fiduciary duties. This white paper is a guide to optimize your retirement plan for participant success....
As Appeared in Financial Advisor The continued adoption of investment strategies that incorporate environmental, social and governance (ESG) considerations is undeniable. Positive asset flows, new strategy innovations and growing...
As Appeared in MarketWatch The U.S. is on the verge of the Great Wealth Transfer, with baby boomers expected to bestow trillions of dollars on younger generations in the...
Over the last several months, the issues of racial inequality and social and economic injustice have risen to the forefront. While these issues have persisted for years, the collective...
It may surprise you that the deepest recession in modern history has not hit Main Street, yet. While this data glosses over the pain being felt by some households,...
Our investment professionals, Richard Steinberg, CFA, Chief Market Strategist, and Jason Blackwell, CFA, CAIA®, Chief Investment Strategist, presented their thoughts about the key themes for the second half of the year,...
U.S. stocks posted their strongest gains in over 20 years. What’s ahead as the markets faceoff with the recessionary global...
As schools shut down this spring, many students missed out on a lesson often taught in physical education classes: how to dance the box step. Forward-side-together; backward-side-together. Coming into...
Despite a wild ride thus far in June, the S&P 500 Index is effectively flat for the month. After rising 6.2% through Monday (June 8th), which took the index...