Why Momentum Can Still Work

Published on September 11, 2026

In this article, Russ Koesterich argues that momentum remains supported by strong earnings growth, making the factor attractive despite market risks.

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The Catalysts Behind Small Cap Outperformance

September 11, 2026
Portfolio Managers Jonathan Coleman and Aaron Schaechterle outline why they believe momentum in small-cap stocks relative to large caps can continue, highlighting favorable earnings growth prospects, appealing relative valuations, and other structural tailwinds.

Alignment in the Time of Dispersion: Introducing Syzygy Asset Management

September 11, 2026
While the name is new, Syzygy is not. Syzygy, formerly Research Affiliates, will extend our multi-decade sub-advisory relationships in asset allocation and long-only active equities and expand into other active diversification strategies in the coming quarters.