Financial Markets Research

Data-driven historically informed research with a focus on managing risk across the market cycle

Asset Management

Where managing risk and investor behavior are the priorities

OCIO Services

Comprehensive platform to turn your practice into a money management firm

Asset Management

A risk mitigation approach to asset management available as separately managed accounts or model delivery

Research & Charts

Proprietary quantitative research published as a standalone service for advisors and individual investors. Hundreds of unique market indicators and charts.

CIO Outsourcing

Outsourced investment officer services for advisors ready to turn their practice into a process. Custom portfolio solutions & practice management tailored for successful advisors pursuing growth.

Latest Research

World Wrap

- Federal Reserve meeting week was a tough one for global financial assets - all major asset classes finished the week in the red.
- All factors, styles and sectors closed the week lower. Small cap value returns for 2023 have turned negative.
- Emerging and developed market equities declined. Thirteen of 44 countries are down year-to-date after last week's stock market weakness.
- The dollar was up, as were bond yields. The yield on the 10 Yr. Treasury Inflation Protected Securities climbed above 2% for the first time since 2009.

You must first subscribe or login to access this content.

Market Outlook – Yield Curve Inversion Birthday approaching

You must first subscribe or login to access this content.