Tariffs, Rhetoric, and Reality: Navigating Market Uncertainty

Tag: Large cap

two sides of a bridge not connected to describe the current gap between value vs growth stocks.
two sides of a bridge not connected to describe the current gap between value vs growth stocks.
MARKET INSIGHTS
Bridging the Gap - Value vs Growth

As interest rates ease and market uncertainty looms, value stocks may be positioned for renewed strength. Historically, similar conditions have led to outperformance in value stocks as stable, cash-generating companies attract investors seeking resilience amid market volatility.

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.
MARKET INSIGHTS
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 that spell out ADR
Blocks that spell out ADR
INVESTING 101
American Depositary Receipt (ADR): What Is It?

American Depositary Receipts (ADRs) provide a solution for investors that seek to invest in international equities yet lack the scale or capabilities to trade in the local market.

MARKET INSIGHTS
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.

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
MARKET INSIGHTS
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.
INVESTING 101
Why Choose Active Investment Management?

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