Posts by Factor-Based

Our US Large Cap Equity Strategy has been underperforming the S&P 500 TR over the last two years. The underperformance coincides with two significant events: Inclusion of a qualitative overlay in 2021…

Market Watch: October 2022

Market Watch

Global financial markets posted the first monthly gain since July amid increased volatility. The third quarter earnings season is off to a pretty strong start, with 45% of the S&P 500 having already…

Market Watch: September 2022

Global financial markets plummeted in September as economic conditions worsened and central banks pursued aggressive rate hikes worldwide. Excessive inflation and more challenging conditions have…

Market Watch: August 2022

Market Watch

Global financial markets plummeted in August, marking the worst August performance in seven years, as investors remained concerned about the Federal Reserve’s relentless interest rate hikes. Selloff…

Market Watch: July 2022

Global financial markets saw a resurgence in July, following the Fed’s additional 75-basis-point rate rise and news that the economy fell at a 0.9 percent annual rate in the second quarter. The market…

Market Watch: June 2022

Global equity markets fell more than 20% year-to-date, reflecting the worst first half in over 50 years. Inflation remains a threat, fueled by rising oil and commodity prices, labor shortages, and…

Market Watch: May 2022

In April, global financial markets took a hit as investors grappled with increasing interest rates and weakening global growth. The market had its worst start to a year in decades. The sharpest…

Market Watch: April 2022

In April, global financial markets took a hit as investors grappled with increasing interest rates and weakening global growth. The market had its worst start to a year in decades. The sharpest…