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Article

Kiplinger: Category Leaders

19 August 2024

Explore a dynamic investment strategy with a focused portfolio that blends value and growth across market caps, from small caps to tech giants. (3 min read)

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Podcast

Jackson Hole Takeaways: A Fixed Income Perspective

30 August 2024

Fed signals rate cuts ahead: What does it mean for fixed income? Explore Jackson Hole takeaways, market volatility, and investment opportunities in our latest podcast with fixed income expert Douglas Gimple. (24 min podcast)

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Article

Capital Asleep at the Wheel: Neglected Opportunities in Small Companies

14 August 2024

Discover why small-cap investing presents a unique opportunity in today's market. Learn how passive shifts, asset manager concentration, and sell-side declines have created a fertile ground for value investors in the small-cap space. (6 min read)

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Article

Yield Curves, GDP and the Sahm Rule: Navigating Recession Signals for Fixed Income Investors

16 August 2024

Unravel the mysteries of recession indicators like the Sahm Rule, GDP trends and yield curves. Discover why these signals aren't foolproof and learn how fixed income investors can navigate economic uncertainty with confidence. (10 min read)

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