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,...
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...
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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