Via this update to our investment models, we have sought to boost flexibility to bolster income potential across the model spectrum. Among the more aggressive models (as defined primarily via exposure to equity), we have consolidated positions that maintained potentially more aggressive exposures to credit and duration risk. We similarly expanded such flexibility among less-aggressive […]
Take out global viral contagion and the U.S. presidential election and we still had a bonkers year from an equity market return standpoint. Fixed income, too, as interest rates fell at one point to forever lows, reflecting grand concern that economies around the world would need tremendous support to weather the activity-destroying effects of the […]
Amidst a year of unprecedented turmoil, the domestic stock market experienced what may in hindsight be considered its requisite volatility. U.S. stocks saw two separate declines of 5 percent or more, and a maximum decline of more than 34 percent from a peak in February to a late-March trough. The market nonetheless turned in a […]
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Now that the presidential election has passed, seems investors have turned their collective gaze toward many stocks otherwise forgotten earlier this year. Smaller-capitalization and less-expensive stocks have strongly outperformed over the past few months. While we might not call it the start of a durable trend, we are pleased to see these two groups seemingly […]
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No, we don’t mean the election. We mean the market. Once the presidential election has been resolved, investors tend to shift their focuses to the likely big initiatives the winner will seek to execute as the new term begins. Even the best laid plans run into the realities of governing, though, and earlier investor expectations […]
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In an effort to continue to provide cost-competitive investment solutions, Dimensional Fund Advisors announced on 11.02.20 that they intend to reduce the management fees across a range of the equity mutual funds they manage. DFA expects to implement these changes on 02.28.21. The details presented in the announcement, which may be found via this link, […]
In the following video, Mark speaks to Statera's multifactor investment approach. Importantly, this video is not presented as an investment recommendation. The approach described may not be right for everyone. No one watching or listening to this video should take our comments as advice specific to or appropriate for their individual situation. Individual circumstances should […]
Not much less eventful than the prior two, the third quarter saw global stocks rise on a mix of generally slow, often halting and occasionally reversing trends as the world further emerged from comprehensive COVID lockdowns. Equities gained a further boost here in the States as hopes rose for another round of government stimulus. With […]
Every four years, the United States heads to the polls to determine who will lead the country’s executive branch. And every four years, fears soar that another term for the current president will further wreck the place, just as anxieties grow that a win for competitor assuredly will lead to disaster. Much as we’ll admit […]
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History shows that smaller-capitalization stocks have tended to outperform larger-cap stocks over time. Just not always. And just not for the recent past—this year in particular. It still seems far more reasonable to us to believe that it should be easier for small stocks to get big than it should be for larger stocks to […]
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