As we digest earnings and Fed data this week, we thought it would be helpful to spend some time explaining how our equity team uses these inputs to properly position our portfolios. In our view, the ...
In August, U.S. equity markets moved higher with the S&P 500 gaining approximately 2.4%, driven by expectations of Federal Reserve rate cuts. The Morningstar Wide Moat Focus Index’s strong July ...
Roughly 75% of all stocks follow the general direction of the major market indices such as the Nasdaq 100 ETF (QQQ) or the S&P 500 Index ETF (SPY). As such, more stocks rise in a bull market, ...