• Weekly Research Briefing:
    So many roads ahead...

    December 11, 2017

    Which road will Alabama take on Tuesday? Which road will the FOMC take on Wednesday? Which road will Congress go down as they have many decisions to make on the Tax Bill? As the stock market looks to wind up for its often ‘Santa Clause’ rally in the second half of December…

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  • Wall Street Mood MonitorTM

    3rd Quarter 2017

    The Wall Street Mood Monitor is a three-factor model gauging the climate or “mood” for active management within each sector. The factors include sentiment, earnings trends and correlations. Find out which sectors may be a sweet spot for active management.

     

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  • Defining Alpha...It's Skill Not Excess Return

    Alpha may be a common investment term, but it remains commonly misunderstood. Market observers often define alpha simply as a fund’s outperformance relative to a benchmark. This misconception is not only incorrect, but ignores what alpha truly identifies: manager skill.

     

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  • Bounded Rationality:
    Tapping Investor Behavior to Source Alpha

    February 2017

    Behavioral biases influence even the most expert investors, and often create a predictable pattern of how future company expectations could evolve.

     

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  • The New Core Allocation:
    Long/Short Equity

    With equity valuations at elevated levels, subdued economic growth due to changing demographics and stubbornly low productivity gains, as well as a bleak outlook for fixed income, advisors are challenged to rethink foundational portfolio elements of investor portfolios—which means seeking out strategies that bolster the core going forward.

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