U.S. Equity Strategy Updates

As long rates continue to rise, we explore how the transmission mechanisms for equity risk are particularly relevant to the current bull market...

As the equity market hovers near its all-time high, we consider the relevance of today's starting point for a long-term investor's performance expectations...

As we enter August, the U.S. equity market has now rewarded passive long-term investors for taking market risk by the greatest margin since the 20-year period that concluded the Dot-Com bull cycle...

As the chorus of “Is this a bubble?” steadily increases in financial media and investor discussions, this month we examine margin debt through several lenses...

Be wary of suggestions that “Rising rates do not matter for stocks.” As the inflationary impulse reverberates across asset classes and the economy, we explore the longer-term impact of rate trends on the equity market...

As market conditions swiftly improved through April, the MarketVector™-GammaRoad U.S. Equity Strategy Index responded by increasing equity exposure twice during the month...

While the Middle East conflict, the deterioration in private credit and concerns over AI disruption continue to fuel market volatility, the MarketVector™-GammaRoad U.S. Equity Strategy Index reallocated to 100% T-Bills exposure in late March...

Through the cross-currents of military conflict, tightening natural resource supplies, AI disruption, and private credit concerns, the MarketVector™-GammaRoad U.S. Equity Strategy Index maintained its conservative positioning to enter March...

Investors were rewarded with a positive start to the year as the S&P 500 Total Return Index returned +1.45% for January. The MarketVector™-GammaRoad U.S. Equity Strategy Index (Bloomberg: MVGMMA Index), which had reallocated at the end of 2025...