S&P 600 Tag

Special Report: Seasonal Tailwinds

01 Nov, by Steven Vannelli, CFA in Markets, Portfolio Management

We find compelling evidence that seasonal factors exist, historically leading November and December to be the highest 2-month combined returns all year. In our allocation portfolios, we have increased our equity exposure significantly in an effort to capitalize on these year-end trends. Please find below our...

Small Caps Stocks Took A Beating In July

01 Aug, by Knowledge Leaders Team in Uncategorized

The S&P Small Cap 600 has now underperformed the S&P 500 by over 10% since March. July was particularly brutal as small caps underperformed by nearly 6% in that month alone. This relative underperformance has been somewhat predictable given what the Fed has been up...