Knowledge powers informed decisions in any market environment.

• Aug 27, 2024
• Amish Dalal

Research Whitepapers

Concentrated Stock Quarterly Update Q1 2023

Major equity indexes ended the month of March higher: the S&P 500 and the Dow gained 3.7% and 2.1%,...

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• Aug 26, 2024
• Amish Dalal

Research Whitepapers

Concentrated Stock Quarterly Update Q2 2024

During December, inflation and monetary policy continued to be the key macro factors driving asset...

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• Aug 2, 2024
• Julia Zhu

Featured Posts Market Insights

Easing Inflation, Market Rotation, and Election Uncertainties - Market Update August 2024

Current Equity Exposure

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• Jul 25, 2024
• Patrick Jamin and Jacob Wick

Featured Posts Videos

Q2 2024 Update with Patrick Jamin and Jacob Wick

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• Jul 22, 2024
• Julia Zhu

Featured Posts Market Insights

Yield Advantage and Softer Inflation Drive Fixed Income Opportunities | The Fixed Income Outlook Q2 2024

Researcher Julia Zhu shares her observations and guidance for fixed income in Q2 2024.

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• Jul 19, 2024
• Patrick Jamin

Featured Posts NorthCoast President's Posts Market Insights

Bull Market Lifecycle: Pessimism to Euphoria

President and CIO Patrick Jamin, CFA, FRM, reflects on the impact of political events on market...

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