Deep Dive into Value Performance

For the first in a three-part article series, Morningstar used its database to “dig into the current spell of underperformance for value funds” by analyzing the historical landscape, putting recent…

Market Movements and Generational Mindsets

An article in CFA Institute shares the opinion of Fundstrat Global Advisors co-founder Thomas Lee, CFA, that “major economic shifts occur in tandem with generational milestones.” “Generations drive markets way…

FOMO Drives Stocks

A small percentage of stocks account for most of the market’s gains, putting pressure on investment managers. This according to a recent article in The Wall Street Journal. “Fear of…