From Liberation Day to the Era of Uncertainty
Tariff 2025 Primer – More than you want to know The news has been full of talk about tariffs and the markets have been volatile in response to the Trump administration’s actions regarding tariffs. In this white paper, we discuss what has...
The End of an Era
BOSTON, MA, January 30, 2025 – The news of China AI startup, DeepSeek, and the subsequent stock reactions illustrates the risk to today’s equity market leaders. Last summer we started sharing a slide titled “Five Eras of Index Concentration” which showed that...
ESG Research: PFAS (Forever Chemicals)
BOSTON, MA, August 8, 2024 — PFAS, also known as forever chemicals, are ubiquitous in the environment following decades of use within several consumer and industrial products. Recent studies find evidence of potential health risks associated with human exposure to these chemicals and...
Russell 1000 Value Name Count at All-Time High
BOSTON, MA, July 2, 2024 — Every year, much is written about the Russell index reconstitution. We offer insights on two of the more noteworthy outcomes of the 2024 rebalance: increases in both the Russell 1000 Growth weight concentration and the Russell...
CMBS – A Complex Sector
BOSTON, MA, April 22, 2024 — Gell-Mann amnesia, a concept attributed to Nobel prize winning physicist Murray Gell-Mann, describes the human tendency to have a more discerning eye towards articles on topics with which one is familiar than articles on unfamiliar topics. In...
Value vs. Growth Overview
BOSTON, MA, August 16, 2023 — After outperforming in 2022, value stocks underperformed growth stocks in the first six months of 2023. This year’s stock market performance has been marked by unusual phenomena – narrow performance and negative value factor returns. Consequently,...
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