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Q4 2020

Choosing sectors over style: seeking alpha within U.S. equities

Growth and Value style allocation is widely utilized, but, in our view, active sector allocation offers the potential for greater and more consistent excess return.

Q3 2018

Introducing the communication services sector

At the end of September 2018, Standard & Poor’s and MSCI reorganized their Global Industry Classification Standard (GICS) to create a new “Communication Services Sector.”

Q1 2018

Equity ETFs and their impacts on equity markets

How ETFs are impacting markets and the underlying individual securities held by ETFs

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