SXQG News and Press, 6 Meridian Quality Growth ETF From 10/08/22

Summary Skewness in asset returns is a perplexing phenomenon and evokes different behavior from investors. Our theory is that skewness tends to move based on investor preferences. Investors in growth stocks may be pursuing lottery-like payouts, especially when such stocks are ...

Summary The sharp declines have dramatically changed the valuation landscape. Paying too high a premium for safety could backfire if market trends shift again. We believe growth stocks’ valuations are far more attractive today than they were a year ago. Active inves...

Summary As the Fed walks the line between curbing inflation and averting recession, anxious investors are seeking to balance the two risks. The question now is how fast can inflation fall and where does it come to rest? We don’t see a quick retrenchment or a return to the o...

Summary With inflation at the highest level in decades and volatility continuing to surge, equity investors are questioning their next moves. At the beginning of the year, financial conditions were very loose by any means historically, and we've very rapidly moved from loose finan...

Summary After a brutal six months, during which the Russell 1000 Growth Index fell more than 32%, growth stocks finally found a floor in June before rebounding. September is not over and is rarely kind to investors. A slower economy is, at least on a relative basis, supportive...

Summary The main economic data release for the trading week is the US inflation report. The UK economy is in a precarious position and facing a recession. Chinese President Xi is expected to meet with Russian President Putin at the Shanghai Cooperation Organisation summit in U...

Adobe is a highly diversified software company that lies at the intersection of digitization. This article aims to summarize Adobe's investment thesis as concisely as possible, without leaving out too much information. Knowing if a company is a good fit for your portfolio takes mu...

First quarter results were a huge disappointment as cost pressures reduced operating income as well as earnings per share. Over the long run, Target should be able to fight inflation and the company is also rather recession-proof. And after losing almost 50% of its previous value,...

In our last article, we rated TGT as hold, due to its overvaluation. Since then, its stock price has fallen by about 27%, making the stock much more attractive. In our opinion, the potential negative impacts of the macroeconomic headwinds are already priced in. The safe, sustainab...

For a decade, investors chased growth stocks, but now they won't touch them; will a recession and falling rates bring them back? Growth stocks are all about the future, and the CRSP Growth Index contains nothing about valuation. Young growing companies often have negative cash flow an...