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) Read
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) Listen
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) Read
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) Read