By Kevin Nicholson, CFA, Global Fixed Income CIO, Co-Head of Investment Comittee SUMMARY We believe the median forecast for interest rates for the Federal Open Market Committee in 2024 is 2.125%. In this event, US Public debt would ultimately...
Read MoreAs we go to press, U.S. equities have officially entered correction territory for the first time since the onset of the pandemic. Market volatility has spiked, with the CBOE Volatility Index (better known as the VIX) up more than +35% intra-day, and...
Read MoreInvestors who are looking to capture strong players in the market can turn to an exchange traded fund strategy that seeks to unearth a new source of outperformance by specifically excluding companies with weak fundamentals. In the recent webcast,...
Read MoreStrategas Asset Management announced today the launch of two new actively managed ETFs on the NYSE: the Strategas Macro Thematic Opportunities ETF (NYSE Arca: SAMT), a rotating thematic fund that invests in three to five macro themes at any given...
Read MoreValue stocks and related exchange traded funds led the rebound off Tuesday’s session lows as traders waited on the Federal Reserve’s policy meeting before committing to any real direction. U.S. benchmarks rebounded off early Tuesday lows, with...
Read MoreThe Alerian MLP Index is the leading gauge of energy infrastructure MLPs. The capped, float-adjusted, capitalization-weighted index’s constituents earn the majority of their cash flow from midstream activities involving energy commodities. AMZ...
Read MoreBy Elisabeth Kashner, CFA, FactSet In 2021, U.S. fund investors kept on, in high gear. Dollars flowed from active to passive management and from pricey offerings to cheaper ones, deepening secular trends. Flows levels, strategy preferences, and...
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