The USHQ Large Cap portfolio outperformed its benchmark by 2.5% and the USHQ SMID 2.4%. The BCA Score L/S started the year off strong with positive contributions from Safety, Technicals, and Quality for January....
We do not believe that NYCB is a canary in the coal mine for a new round of bank distress. The MidCap 400 Regional Bank Index’s subsequent 10% decline looks to us like a juicy opportunity for stockpickers who can separate the wheat from the chaff. Our Special Report is meant to assist them with thei...
The soft landing and rate cuts narrative is being priced out, and the S&P 500 is overvalued and getting overbought. The Magnificent Seven are about to get a new moniker on the back of performance dispersion. However, without the cohort, S&P 500 earnings would have been even deeper in the red....
The Global Equity Score turned bearish this month, resulting in an increased exposure to the Consumer Staples and Health Care. The Style Score continues to favor Large-Cap Value over Small-Cap Growth....
Our Central Bank Monitors support European central bankers’ decision to hold rates steady. Find out what it means for European fixed-income portfolio allocation....
The Saudi economy is facing internal and external headwinds. The geopolitical conflict is also escalating in the Middle East. EM equity portfolios should stay neutral on Saudi stocks. EM sovereign credit portfolios should upgrade Saudi Arabia from neutral to overweight....
