Beyond Basic Beta News Today

Learn about growth vs. value investing strategies, key differences, and how to choose the best investment approach for your goals in this comprehensive guide.

Gold continued to rally in April, trading above $2,400 during the month.

While recent headlines suggest municipal bonds are in danger of losing their federal tax exemption, we have seen this show before and believe the asset class will retain its tax-exempt status.

Here are the areas we believe offer the best investment opportunities right now: emerging markets like India, Brazil, and Saudi Arabia, and Bitcoin.

CLOs are not just a hedge against rising rates. They also have historically provided higher levels of income for a lower level of risk – making a clear case for a strategic allocation.

We expect oil to hold its value due to significant supply-demand imbalances, with the anticipated risk from economic downturns overstated despite investor apprehension from past recessions.

Powerful moats can be built on switching costs, which lock customers into a company’s unique ecosystem and make it expensive to move.

Despite the recent lackluster performance of resource equities, it is important to note that historically, overall cumulative returns tend to rebound effectively during periods of high inflation.

CLOs generated strong returns in June, with a hawkish Fed driving coupons higher and a rally in spreads. CLOI continues to outperform its benchmark in 2023.

Seven tech stocks accounted for almost 75% of the S&P 500's year-to-date gains, marking the technical start of a new bull market, even as investors raised concerns about narrow market breadth.