by ivm_wpadmin | Apr 27, 2023
Q1 2023 Manager Research: U.S. Small Cap Value Equity Performance In July 2021, research from Investment Metrics, a Confluence company found that rising rates should help Value stocks and hurt Growth stocks. We certainly witnessed this in the small cap space where the...
by ivm_wpadmin | Apr 26, 2023
Defined Benefit plans in the Investment Metrics Plan Sponsor Universes posted a median net return of 4.47% for the first quarter of 2023. Plan performance rebounded over the last two quarters with a median return of 10.07%, after three consecutive negative quarters to...
by ivm_wpadmin | Apr 13, 2023
Investors Favor Quality over Volatility Market Background 2023’s first quarter ended on a strong note, continuing the momentum seen in 2022’s final quarter following a bear market. Both Developed and Emerging Markets chipped away at the losses from early 2022,...
by ivm_wpadmin | Mar 24, 2023
ESG-focused active managers rise to the top in difficult 2022 public equity and fixed income market Investment Metrics, a Confluence company, reviewed the 2022 institutional net flows report to highlight some important developments. This is based off data that...
by ivm_wpadmin | Mar 17, 2023
Back to Value (and Momentum) Market Background Equities slid after a particularly strong January. From a factor perspective, investors favored Value stocks although Quality outperformed as well in many regions. A year after the Federal Reserve officially began raising...
