Stay Invested to Reap the Harvest

Stay Invested to Reap the Harvest

By Daniel Campbell, CFA Historically bad to historically good Value investors who chose to stay the course through the last few years were finally rewarded for their discipline! Although it’s hard to believe, if we back up just a few months, the one-year period ending...
The Randomness of  Global Stock Returns

The Randomness of Global Stock Returns

It is difficult to predict future returns by looking at the past, as shown by the performance of global markets since 2001. This table powerfully demonstrates the randomness of global equity returns. It illustrates 20 years of annual returns in 22 developed markets....
Beyond the Label, ESG Funds May Miss Their Mark

Beyond the Label, ESG Funds May Miss Their Mark

KEY TAKEAWAYS Components of ESG in an investment strategy, how they’re measured, and the method of incorporation can lead to a wide range of investment outcomes. ESG strategies exhibit a broad spectrum of characteristics, which may drive expected returns that differ...
US Debt Level – A concern for your portfolio?

US Debt Level – A concern for your portfolio?

If you’re like most of us, it’s hard to not keep an eye on how the U.S. economy is recovering from everything that’s happened since the start of 2020. However, it’s also easy to fixate on the gloomier economic indicators and try to interpret them as potential warning...