by Tanu Priya | Jan 28, 2026 | ETF
U.S. Mid-Caps in Context: Putting Growth and Valuations in Perspective Back to Insights Overview Over the past several years, returns in the S&P 500 Index have been heavily concentrated, with the so-called ‘Magnificent Seven’[1] accounting for roughly 40% of the...
by Tanu Priya | Nov 11, 2025 | Quarterly Market Reviews
2025 Q3 In Review: Market Leadership and Market Discipline Back to Insights What we saw: The S&P 500 Index was up 8.12% on a total return basis in the third quarter of 2025, marking a second consecutive strong quarter after a challenging start to the year. As...
by Tanu Priya | Jul 24, 2025 | Quarterly Market Reviews
2025 Q2 In Review: Market Resilience Amid Policy Uncertainty Back to Insights What we saw: The second quarter began with major market turbulence. On April 2nd, President Trump announced an executive order imposing widespread tariffs on most countries. The next day,...
by Tanu Priya | May 5, 2025 | Quarterly Market Reviews
2025 Q1 In Review: The Calm Before the Storm Back to Insights What we saw: In retrospect, the first quarter of 2025 could be characterized as a relatively calm quarter for U.S. markets. Initially, the S&P 500 Index began the quarter robustly, reaching a peak on...
by Tanu Priya | Feb 3, 2025 | CEF
Unveiling the Potential Benefits of Closed-End Fund Discounts Back to Insights One of the unique attributes of closed-end funds (“CEFs”) is the potential for their market price to differ significantly from the net asset value (“NAV”) of their underlying assets. As of...
