May 19, 2025
The Case for Real Estate Debt
Strong returns, lower risk Tariffs, market volatility, ...
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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 ...