The relative rotation graph (RRG) is a sophisticated tool in technical analysis that helps investors decide which sectors, stocks, and other assets to pursue. Investors can use the graph to visually ...

Year-to-date, the return spread between the market-cap-weighted S&P 500 and its equal-weight counterpart is 10%. Some market participants view the outperformance of large caps as a sign of market ...

With the third quarter in the books and client account statements in the email, now is a good time for financial advisors to think about how they are communicating performance. If you are an advisor, ...

Q2 2025 saw a reversal of many first quarter factor trends as the general malaise surrounding US tariff policy impact seemed to moderate, the global tech rally resumed, and equities were up broadly.