Blog

Graph in Magnifying Glass

Volatility: Why Do We Care? The True Cost of a Drawdown

Drawdowns can have a more profound impact on portfolio growth than investors may realize.

Speeding Cars in City at Dusk

Negative Rates: We Do Not Want or Need Them in the U.S.

Years of negative rates in the euro zone provide a clear example of their unintended consequences.

Wall Street columns

The Unintended Consequences of Momentum Stocks’ Recent Breakdown

Can momentum stocks increase investors’ exposure to interest-rate volatility? Short answer: Yes

Sell in May and… Stay tuned

June 17, 2019

As Momentum expands, Growth’s exposure increases. Navigating this risk requires investors to assess their full exposure to Momentum.

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