Q3 Strategic Income Outlook: Perception Is Reality

Published on July 16, 2026

Although economic conditions did not change much between the first and second quarters, investors were far more bullish in the second quarter.

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Few Active Fixed Income ETFs Beat the Benchmark. These Do.

July 16, 2026
For decades, traditional index-based ETFs have served as the low-cost foundational anchor for core allocations, consistently demonstrating that outperforming a broad market index is an uphill battle.

Scouring For Non-Tech Sectors

July 16, 2026
In June we pointed out that Health Care looks cheap. Even though it has been rallying hard of late, the sector continues to trade at a 59% price-to-sales discount to the S&P 500, despite having an 18% return on equity (ROE) that is just a hair below the 19% ROE accorded the S&P 500.