Insights & Research

Legs of the Stool

This week’s round-up of Market, Inflation, the Economy.

International Equities: The Dawning of a New Era

International Equities:  International equities have underperformed the S&P 500, driven by poor relative growth and a strengthening U.S. Dollar, for over a decade. However, for the first time in 15 years, international markets are currently experiencing three conditions that have historically led to strong outperformance: a weakening U.S. Dollar, low valuations, and strong forward growth

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Weekly Market Notes

A collection of weekly round-up reports on economic releases and market insights.

News

Kim Arthur on ETF Edge

Kim Arthur on ETF EDGE March 6th 2023 with Bob Pisani

About this episode: “CNBC’s Bob Pisani spoke with Joanna Gallegos, Co-Founder of BondBloxx – along with Kim Arthur, President and CEO of Main Management. They broke down the resurgence in bond ETFs, as investors continue to clamor for yield. Our panel broke down the biggest trends they’re seeing in terms of bond flows, gave us

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3 Questions on BUYW with Main Management’s Kim Arthur

INTL 3 Questions with Kim Arthur at CBOE Q: What is the Fund? A: Actively managed covered call writing strategy focused on providing a total return from current income and gains from long-term capital appreciation. The strategy may also have the benefit of reducing volatility through the use of covered calls Q: Why launch it

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3 Questions on INTL with Kim Arthur

3 Questions on INTL with Main Management’s Kim Arthur

INTL 3 Questions with Kim Arthur at CBOE Q: What is the Fund? A: Actively managed international allocation, focusing on specific countries, regions, and subsectors within each. Analyzing fundamental data to assess whether a sector, country, or geographic region is expected to undergo a transformative change that may lead to near-term price appreciation Q: Why

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