S&P 500 trades at a historically elevated valuation on both an aggregate and equal-weighted basis. Further valuation expansion is unlikely without a surprising further decline in yields.

By: David Kostin

How to prepare for client presentations 👨🏫?

By: Chris Teschmacher, CFA

The scary part about 🇺🇸 equity return attribution 😲

By: Harald Berlinicke, CFA

Tale of two volatility metrics: VIX (blue) is sitting below its long-term average (using past 2 decades' worth of data) while MOVE (orange) is sitting above its long-term average…

By: Liz Ann Sonders

Priced for perfection?  

Hold on, before you get all gloomy –  

By: Wei Li