by ivm_wpadmin | Jul 28, 2023
U.S. large cap growth continues to outperform value, but value managers outperform benchmark as growth managers struggle to keep pace with Russell 1000 Index Last quarter data from Investment Metrics, a Confluence company, showed that despite rising rates, growth...
by ivm_wpadmin | Jul 14, 2023
Global public equities close Q2 with strong returns June marked the end of a strong Q2 for global public equities as the ACWI is up 6.8% YTD. June’s positive equity performance brought up the quarterly average for all regions except the UK, which has lagged...
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