American Depositary Receipt (ADR): What Is It?

Tag: Large cap

Divergence at its Peak

What happens when the S&P 500 hits an all-time high but, simultaneously, the Russell 2000 is in massive decline? We examine the historical trends and what it could mean for stocks this time around.

Capital building with volatile graph line showing that stocks are volatile during election years.
Capital building with volatile graph line showing that stocks are volatile during election years.
Election Years - Value vs. Growth

We examine the historical trend of value stocks outperforming growth stocks during election years, a pattern evident since 1980 and is particularly pronounced in small cap stocks.

Blocks showing PMI which stands for Purchasing Managers’ Index, also known as the IMS Manufacturing Index
Blocks showing PMI which stands for Purchasing Managers’ Index, also known as the IMS Manufacturing Index
ISM Manufacturing Trends – Small Cap Implications (updated)

We examine what PMI data can say about the performance of small and large caps.

winding path with grey buildings at start and green nature at the end. Showing a passive management versus an active management route.
winding path with grey buildings at start and green nature at the end. Showing a passive management versus an active management route.
Why Choose Active Management?

In the realm of investment strategies, two primary approaches dominate the landscape: active management and passive management. What's the difference?

midcaps
midcaps
Why Invest in Midcaps?

Learn all about the potential of midcap equities, the often overlooked hidden gem.