April 26, 2017. By Mark Barry: The market environment over the past several years has proved difficult for many hedge funds, with several high profile managers making headlines amid declining performance and the resulting loss of assets as investors seek to deploy...
January 17, 2016. By Richard Greene and Mark Barry: In what can best be described as the year of the improbable, equity markets ended the fourth quarter and 2016 in record high territories and registered strong returns across almost all equity sectors. The fact that...
December 27, 2016. By Mark Barry: For many years, there has been increasing interest in Socially Responsible Investing (sometimes referred to as ethical or impact investing) from the investing public as well as institutional investors, particularly endowment and...
November 4, 2016. By Richard Greene: Despite the crazy election rhetoric, the third quarter was the best of the year so far for the market and while economic data was mixed, consumer confidence reached post-recession highs. While economic conditions were relatively...
August 18, 2016. By Richard Greene: The March rally continued into the second quarter, albeit at a slower pace, as equity markets rose steadily. This rise was disrupted in late June as the UK voted to leave the European Union, which saw global markets take a nosedive....
An unexpectedly strong March rally allowed the U.S. equity markets to recover from double digit losses earlier in the year and finish marginally positive. For the quarter, the benchmark S&P 500 gained 1.35% while the Intelligent Index Model Portfolio advanced...
