June 24, 2026
Why Growing Dividends Can Supercharge Your Investment Returns
A look at the math behind Bristol Gate’s dividend ...
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June 21, 2026
Rediscovering Smid Caps: Why Market Broadening May Create New Opportunities
After Years of Concentrated Leadership, Is the ...
June 15, 2026
A Multi-Asset Income Approach That Redefines Balanced Investing
By William Hortz, Founder Institute for Innovation ...
June 15, 2026
Major Trend Index 6/15/2026
The Leuthold Group's latest Major Trend Index holds at ...
June 11, 2026
Concentrated, Not Systemic: What Q1's Credit Stress Told Us And What's Happened Since
The first quarter of 2026 raised a question worth ...
June 10, 2026
SMID Isn’t Just Smaller. It’s Structurally Different.
Author: Richard Yasenchak, CFA, CFP®, Senior Managing ...
June 3, 2026
Why Credit Selectivity Matters: Identifying Value in a Changing Credit Environment
Key Takeaways Tight credit spreads and resilient ...
May 21, 2026
Is Your Core Equity an Ungoverned Active Bet?
Author: Richard Yasenchak, CFA, CFP®, Senior Managing ...
May 10, 2026
Rethinking the High‑Income Universe: A Full‑Capital‑Structure Approach to Credit
Key Takeaways The high-income universe has evolved ...
April 8, 2026
Navigating Opportunities in Global Real Estate
Real estate markets are being reshaped by structural ...
March 11, 2026
The Strategic Case for Listed Real Estate in a Changing Global Market
Listed real estate offers investors liquid, accessible ...
February 17, 2026
Major Trend Index 2/17/2026
The Major Trend Index closed out the second week of ...
February 10, 2026
Major Trend Index 2/09/2026
The Major Trend Index ended the week of February 6th ...
February 3, 2026
Major Trend Index 2/02/2026
The Major Trend Index closed out the month of January ...
January 29, 2026
Economic and Market Environment First Quarter 2026
The U.S. economy continues to show resilience, ...
January 28, 2026
Major Trend Index 1/27/2025
The Major Trend Index stayed at High Neutral for the ...
January 20, 2026
Major Trend Index 1/20/2025
The Major Trend Index stayed at High Neutral for the ...
January 14, 2026
Stock Effects + Volatility Effects: Dual Drivers of Growth
Richard Yasenchak, CFA, CFP®, Senior Managing ...
January 14, 2026
Why Factors Aren’t the Whole Story in Core Equity
Richard Yasenchak, CFA, CFP®, Senior Managing ...
January 13, 2026
Structure Over Stories: Why One RIA Chose a Different Core
Richard Yasenchak, CFA, CFP®, Senior Managing ...
January 12, 2026
Major Trend Index 1/12/2025
The first full week of 2026 featured another upgrade ...
January 6, 2026
Major Trend Index 1/05/2026
The Major Trend Index ended the week of January 2nd at ...
December 15, 2025
Major Trend Index 12/15/2025
The Major Trend Index continued on at a High Neutral ...
December 9, 2025
Major Trend Index 12/8/2025
The Major Trend Index stayed at High Neutral for the ...
December 2, 2025
Major Trend Index 12/2/2025
The Major Trend Index flipped back to High Neutral for ...
November 19, 2025
Special Situations- A Favorable Backdrop for European Event-Driven Credit
The summer lull in European financial markets didn’t ...
November 19, 2025
A Deep Dive Into 'Quality' Investing
“Quality” is a familiar concept in investing, yet ...
November 17, 2025
Major Trend Index 11/17/2025
The Major Trend Index continues to offer a lukewarm ...
November 11, 2025
Exploring Opportunities in Small and Mid-Cap Equities as Market Conditions Shift
After several years of underperformance relative to ...
November 10, 2025
Major Trend Index 11/10/2025
The Major Trend Index was unchanged at a High Neutral ...
November 7, 2025
How Residential Credit Can Enhance Income and Diversification in Client Portfolios
Aligning Income with Broader Portfolio Objectives The ...
November 4, 2025
Leuthold’s Group Selection Scores: A Distinctive Approach to Thematic Investing
Sector rotation is a well-respected technique for ...
November 4, 2025
Major Trend Index 11/3/2025
The Major Trend Index was unchanged at a high neutral ...
November 3, 2025
Major Trend Index 10/27/2025
The Major Trend Index was unchanged at a High Neutral ...
November 3, 2025
Major Trend Index 10/13/2025
The Major Trend Index was unchanged at a high neutral ...
November 3, 2025
Building with the Right Bricks - Core Residential Credit Strategies for Income Portfolios
Reassessing Core Income in a Changing Market In the ...
October 29, 2025
The Relentless Search for Income - Why Residential Credit May Be the Opportunity Hiding in Plain Sight
A Familiar Challenge: Delivering Durable Income in a ...
October 27, 2025
The Bear Market in Diversification – And the Opportunity It Creates
Key Takeaways Leadership changes are a normal and ...
October 27, 2025
When Concentration Becomes a Risk – Why Price Still Matters
Key Takeaways In today’s equity market environment, ...
September 30, 2025
The Hidden Engine of Equity Returns
By Richard Yasenchak, CFA, CFP®, Senior Managing ...
September 18, 2025
Breaking the Core Equity Deadlock: Why Passive and Active Both Fall Short
Author: Richard Yasenchak, CFA, CFP®, Senior Managing ...
August 20, 2025
The GLA Advantage: How Systematic Tax Management Can Drive Better Client Outcomes
Moving Beyond Tactical Tax-Loss Harvesting Many ...
August 20, 2025
Why Tax-Managed Investing Is Now a Must-Have for Advisors and Their Clients
A New Standard in Wealth Management In today’s wealth ...
August 14, 2025
Reactions, Not Just Results: Rethinking Diversification in the Age of AI and Earnings Volatility
Author: Ryan Stever, PhD, Chief Investment Officer, ...
August 7, 2025
Trump Administration’s GSE Reform and the Impact on Private-Label RMBS Markets – July 2025
The Trump administration has signaled an ambitious ...
June 25, 2025
Navigating Trade and Housing: Lessons from McKinley's Era to Modern Markets
At-a-Glance: Key Takeaways on Real Estate Investing ...
June 20, 2025
Key Insights to Great Lakes Advisors’ Enduring Success with Its Large Cap Value
At Great Lakes Advisors, we believe the true measure ...
June 5, 2025
Demographic Shifts Driving Demand in U.S. and International Real Estate Markets
At-a-Glance: Key Takeaways on Real Estate Investing ...
May 19, 2025
The Case for Real Estate Debt
Strong returns, lower risk Tariffs, market volatility, ...
May 16, 2025
3 Key High-Income Opportunities in Residential Credit Advisors Must Know
Did you know that residential credit investments can ...
May 16, 2025
The $35 Trillion High-Income Opportunity in U.S. Residential Credit
A Window for High-Yields: Fast-Moving Advisors Could ...
April 10, 2025
Spread Watch: 1Q25 Finding Value in a Low-Spread Market
With spreads hovering near historic lows, investors ...
March 11, 2025
How Market Inefficiencies in Closed-End Funds Create Opportunities for Investors: Accessing the Opportunity (Part 4)
Introduction While market inefficiencies in closed-end ...
March 11, 2025
How Market Inefficiencies in Closed-End Funds Create Opportunities for Investors: The Opportunity (Part 3)
Introduction Market inefficiencies within closed-end ...
March 11, 2025
Considerations for Adding Closed-End Fund Exposure into a Portfolio (Part 2)
Introduction As we have discussed previously, ...
March 11, 2025
Understanding the Risks and Rewards of Closed-End Funds (Part 1)
Introduction Closed-end funds (CEFs) remain an ...
March 7, 2025
Investor Sentiment Shifts: Why Large-Cap Value is Back in Focus
Introduction The market optimism that defined the past ...
February 25, 2025
Major Trend Index (2/7/2025)
Question: “What do the stock market and my wife have ...
February 25, 2025
Major Trend Index (1/31/2025)
The Major Trend Index was unchanged at a Neutral ...
February 14, 2025
Value Investing: Not Dead, Just Playing Possum (Part 1 of 2)
At-a-Glance: Key Takeaways on Value Investing & ...
February 14, 2025
Value Investing: Possum’s Revenge (Part 2 of 2)
At-a-Glance: Key Takeaways on Value Investing & ...
February 11, 2025
Resilience and Opportunity in 2025
Happy New Year! As we reflect on 2024, we entered the ...
February 11, 2025
Fixed Income Lessons from 2024
Fixed Income Insights Another year in the proverbial ...
December 9, 2024
Major Trend Index (11/2024)
The Major Trend Index was unchanged at a High Neutral ...
December 6, 2024
Balancing Volatility and Opportunity
Market Standoff Continued During the third quarter, ...
November 15, 2024
The Falling Leaves, Drift by the Window
October is often a tough month for risk assets. Some ...
October 16, 2024
Elections, the Fed, and Uncertainty: Navigating the Fixed Income Market
Navigating the fixed income market is becoming ...
October 1, 2024
The Cyclical Nature of Large Cap Stocks and Why Large Cap Value Stocks May Be Ready to Take the Lead Again
As an experienced investment advisor, you’re well ...
October 1, 2024
Great Lakes Advisors: A Reliable Partner for Large Cap Value Management
As an investment advisor, you understand the ...
August 13, 2024
Leuthold Group Insights Market Commentary: Leuthold Styles, Boxes, and Paradoxes
Leuthold Select Industries is the mutual fund ...
August 8, 2024
Why Large-Cap Value Stocks Could Now Fuel the Market
As an investment advisor, assessing the strength and ...
August 8, 2024
Perspectives On Large-Cap Value Investing
[A key challenge of investing in large-cap value ...
August 8, 2024
The Essential Traits of High-Quality Companies: A Bristol Gate Perspective
At Bristol Gate, we focus on investing in high-quality ...
August 8, 2024
15 Years Back and 15 Years Forward
In May 2024, Bristol Gate celebrated its 15-year ...
August 8, 2024
Equity Market Concentration & Prudent Risk Management
“What’s past is prologue” – Shakespeare, The Tempest ...
August 8, 2024
Investing in a Tech-Driven Market
After 30 years in our current office space, we are ...
August 6, 2024
A Time For Value - Why A Growth-to-Value Rotation is Eminent and How to Take Advantage
As an investment advisor, you understand the ...