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...

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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...

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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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Governance: The Forgotten ESG Factor

BOSTON, MA, June 12, 2023 — Despite climate change urgency and a rise in social movements, there have been several market-moving events over the last year that can be attributed to lapses in corporate governance. In this piece, we outline the evolution of...

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Another Debt Ceiling Dilemma

BOSTON, MA, May 8, 2023 — What are the implications of a breach in the U.S. debt ceiling? As noted in our first debt ceiling discussion published in January 2023, it is important to understand that an increase or suspension of the...

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The Case for Continued Value Outperformance

BOSTON, MA, January 31, 2023 — After years of underperformance, value stocks outperformed growth stocks in 2022. Many of the conditions that existed during 2022 persist and we believe value may be positioned to outperform growth again in 2023. Recent Value and...

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