Economic Insights

if the S&P 500 Index has generated an annualized return of roughly 8-10% over the long-term, leading companies serving important industries should, in theory, generate 300bps+ more over long periods of time. Understanding this and investing for it offers investors a long-term edge.

There’s always something to fret about in the world of finance. Yet, more often than not, the market defies our worries and continues its ascent. We’ll remain vigilant and prepared for the worst while continuing to expect the best.

There’s always something to fret about in the world of finance. Yet, more often than not, the market defies our worries and continues its ascent. We’ll remain vigilant and prepared for the worst while continuing to expect the best.

The longer the prices of everything we consumer regularly, stays elevated; the more discerning consumers will be regarding spending.

The longer the prices of everything we consumer regularly, stays elevated; the more discerning consumers will be regarding spending.

Leading companies serving large end-markets will tend to outperform over time. On the rare occasions when they struggle, that’s usually a time to be adding to those companies.

Equity categories that make up the Nasdaq Dorsey Wright Explore portion of HANDLS Indexes generally outperformed the fixed-income categories, with MLPs leading the way with a 6.4% return for the month.

Younger consumers create long-term trends. The brands they love are a key focus for our team.