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 ...
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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 23, 2024
EM Local Debt: Time to Shift the Perspective?
EM local debt has historically offered higher yields ...
December 23, 2024
Three Reasons to Consider European Real Estate Debt
The European real estate market is at the beginning of ...
December 23, 2024
Developed APAC: Capitalizing on a Compelling Growth Story
The developed APAC direct lending market is relatively ...
December 13, 2024
Understanding Style Drift in Perpetual BDCs
The popularity of perpetual BDCs and speed of capital ...
December 13, 2024
U.S. Real Estate: Ready, Set... Go?
Against a backdrop of reduced values, resilient ...
December 10, 2024
4Q 2024 HCM Technology Sector Overview
The HCM Technology M&A market is experiencing ...
December 10, 2024
China’s New Payments System Threatens US Financial Leadership
Late to the payments race: the US and its allies try ...
December 9, 2024
Major Trend Index (11/2024)
The Major Trend Index was unchanged at a High Neutral ...
December 6, 2024
GLP-1 obesity drugs: Key insights to maximizing Healthcare sector exposure
A catalyst for healthcare innovation and strategic ...
December 6, 2024
Balancing Volatility and Opportunity
Market Standoff Continued During the third quarter, ...
December 2, 2024
Rapid payments speed money through the financial system; economic growth follows
Billions of dollars in transaction savings and ...
November 21, 2024
Presidential candidates entice voters with expensive tax breaks
Will tariffs and higher taxes be enough to pay for ...
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 13, 2024
June 2024 Update on the U.S. Economy
From our perspective, recent data has brought the ...
August 8, 2024
Why Large-Cap Value Stocks Could Now Fuel the Market
As an investment advisor, assessing the strength and ...
August 8, 2024
Astor Strategy Review Q2 2024
MARKET NOTABLES: The second quarter was a good one, as ...
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 8, 2024
US debt is headed to unimaginable levels
National debt worries It’s easy to be complacent about ...
August 8, 2024
Mesirow Currency Management | 2Q2024 Commentary
US dollar ends second quarter in strong position US ...
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 ...