Market Briefing

  • October 7, 2020

Stock prices reversed course from recent months, as U.S. index averages finished September with a decline. Despite some positive economic news, market sentiment was deflated by perceived slowing of the recovery from the coronavirus shutdown. Manufacturing and services index measures…

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How Much Impact Does The President Have On Stocks?

How Much Impact Does the President Have on Stocks?

  • September 30, 2020

The anticipation building up to elections often brings with it questions about how financial markets will respond. But the outcome of an election is only one of many inputs to the market. This interactive exhibit examines market and economic data…

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The Future of Office…Or the Office of the Future?

  • September 30, 2020

John McCarthy, CEO, Starwood Real Estate Income Trust COVID-19 has brought great uncertainty and change, which has impacted virtually every aspect of our daily lives. It has profoundly affected the global economy, including business, healthcare, education, travel, government and naturally…

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Dissecting Anomalies

  • August 24, 2020

Fama and French’s 2008 paper, “Dissecting Anomalies,” outlined their study that found sizeable annualized premiums for various investment factors. The study called momentum “the premier anomaly” stating, “The premier anomaly is momentum: stocks with low returns over the last year…

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Market Returns Through a Century of Recessions

  • August 21, 2020

What does a century of economic cycles teach investors about investing? Our interactive exhibit examines how stocks have behaved during US economic downturns. Markets around the world have often rewarded investors even when economic activity has slowed. This is an…

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SMID Value Resurgence?

  • August 20, 2020

Tracking the relative strength (RS) scores of equity styles to the S&P 500 over the last 6 months reveals a noticeable shift. The positive trend in RS scores for small/mid cap value are leading some to wonder is small/mid value…

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