Equity Market Observations

October 24, 2024 | 5 min

Q4 2024 Equity Market Observations

Building Balance: Is Broader Market Leadership Taking Shape? The third quarter of 2024 brought a notable shift in market dynamics as leadership broadened beyond...

July 19, 2024 | 6 min

Q3 2024 Equity Market Observations

Executive Summary The second quarter of 2024 showcased a rebound in global equity markets, driven by optimism surrounding potential Federal Reserve rate cuts and...

June 14, 2024 | 6 min

Active Management the Bogle Way: Enhanced Indexing’s Renaissance

Jack Bogle’s low-cost, broad diversification principles have profoundly shaped our investment landscape. While he championed passive indexing, he might appreciate how much Enhanced Indexing...

April 15, 2024 | 6 min

Q2 2024 Equity Market Observations

As the market climbed in the early stages of 2024, we are witnessing moderate shifts in the dynamics of the equity market, one that...

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