Diverse Investment Solutions to Help Meet Your Clients' Needs.

The summer lull in European financial markets didn’t extend to distressed investing this year, and August saw a flurry of activity. In particular it was the loan space which saw the uptick in activity which is typically quieter than the bond market due to the private nature of the loans market. Ther

“Quality” is a familiar concept in investing, yet definitions and applications can vary widely across managers and market environments. In this post, Crawford Investment Counsel shares how four decades of research help them define and apply it within their broader research and portfolio framework.

The Major Trend Index continues to offer a lukewarm affirmation of the bull market, remaining at a High Neutral reading of +1 for the week ended November 14th. That’s enough of an endorsement for us to keep tactical asset allocation portfolios positioned with moderate net equity exposure of 55%.

After several years of underperformance relative to large caps, small and mid-cap equities may be approaching an inflection point. As monetary policy, valuations, and capital investment trends evolve, investors are reconsidering where future growth and value may emerge.

The Major Trend Index was unchanged at a High Neutral reading of +1 for the week ended November 7th; in fact, the status has not changed since the beginning of July. Net equity exposure across Leuthold tactical asset allocation strategies stands at a moderate 55%.