Tag Archives: growth

3 Reasons To Love Equities When Rates Are Rising

Equities haven’t been the most lovable asset class lately but there are reasons to love them despite these prickly times.  The first reason to love equities in rising rate times is that they have gained significantly. Since 1971, the S&P 500 (TR) has gained about 20% on average in rising rate periods, has gained 8 of Read more […]

A Case for Dividend Growth Strategies Part 1

There are two major types of dividend strategies: Dividend growers: those targeting stocks that consistently grow their dividends over time High dividend yielders: those focusing on stocks that pay a high dividend yield In our paper “A Case for Dividend Growth Strategies,” we compared dividend growth strategies to high-dividend-yielding strategies and concluded that dividend growers, Read more […]

Here’s Why Mid-Caps Matter As The Dollar Drops

The S&P 500 just posted its best January since 1997, and also had its highest measured optimism, a 6.6% risk premium,  since October 2015.  Whether history repeats itself is yet to be seen, but just a few days after that high risk premium, the stock market topped on Nov. 3, 2015.  By December investors saw the Read more […]

Small Caps Need No Style To Accelerate With GDP

The first estimate of US GDP for the fourth quarter is set to be released this Friday and the median forecast is 3.0% according to MarketWatch, which if met or exceeded will be the first time 3 consecutive quarters to show at least 3% growth since the first quarter of 2005.  While this is supportive Read more […]

Large Caps and Growth Outperformed By Most Since 1999

In December, the S&P 500 (TR) gained 1.1%, posting its 14th consecutive monthly gain, the longest monthly streak on record (data since Sep. 1989.) Also, the S&P MidCap 400 (TR) gained 0.2%, while the S&P SmallCap 600 (TR) lost 0.5%, bringing the 2017 performance to a respective 21.8%, 16.2% and 13.2% for the S&P 500 (TR), S&P MidCap 400 Read more […]

Nine of Eleven U.S. Equity Sectors Gained Despite Size

In November, mid-caps led the U.S. equity market with the S&P 400 gaining 3.68%, followed by small-caps in the S&P 600 that gained 3.52% and large-caps in the S&P 500 that gained 3.07%. The S&P 500 logged its 13th consecutive positive month, the longest streak in its monthly history ever (data going back to Oct. Read more […]

Diwali Gold Buying May Be The Safest Since 1996

In light of the gold buying tradition for the upcoming Diwali festival in India, many might be wondering how valuable their gifts may be based on the price of gold.  Several factors influence the price of gold that make timing gold as an investment difficult; however, now there might be upside potential for gold, especially since its Read more […]

Pure Style Eliminates the Muddle in the Middle

Financial advisors who implement style investing seek to outperform the blended benchmark whenever they believe that market conditions will favor either a growth or a value approach.  Their view could be influenced by research, fundamental factors, or technicals.  To implement such a view does not require 100% conviction in either growth or value.  In fact, Read more […]

Asia Fixed Income: How Big is the Pan Asia Bond Market?

The S&P Pan Asia Bond Index tracks the performance of the local currency bonds in the 10 Pan Asian countries. The market value tracked by the S&P Pan Asia Bond Index has expanded three fold to USD 6.7 trillion since the index’s first value on Dec. 29, 2006. This rapid expansion warrant some attention as Read more […]

The Rise of China’s Corporate Bond Market

The size of the local-currency-denominated corporate bond market in China, as measured by the S&P China Corporate Bond Index, currently stands at CNY 7.58 trillion, representing an expansion by more than 14 times since December 2009. The strong issuance was driven by the country’s robust economic growth and tighter liquidity conditions. The corporate bond sector Read more […]