by ivm_wpadmin | Jun 14, 2023
Value is out, Growth is in, as AI-impacted stocks drive Style rotation Market Background In May, global equities experienced negative returns, specifically European equities undergoing a correction of 6% after a strong rally in the first four months of the year....
by ivm_wpadmin | Jun 6, 2023
Asset flows increased by 18% (to $51 billion) from Q1 2022 to Q1 2023, based on active manager strategy asset data from Investment Metrics, a Confluence company’s Global Database. Non-US equity and emerging markets equity portfolios saw a sharp increase in...
by ivm_wpadmin | May 24, 2023
by ivm_wpadmin | May 19, 2023
by ivm_wpadmin | May 15, 2023
Quality, Yield and Dividend Growth stocks outperform Market Background Equity markets were relatively neutral following a strong first quarter. The US returned about 1%, while Europe and the UK led the group at 3.5%, and Emerging Markets lost about 60bps overall....
