Understanding Market Cycles

Rising Rents Matter More to REITs Than Rising Rates 700 350 sgi@smithgroupinc.com

Rising Rents Matter More to REITs Than Rising Rates

A strengthening economy may drive interest rates higher, but it can also give landlords greater ability to raise rents

On My Mind: Investment Strategies for a Booster-Shot Recovery 600 300 sgi@smithgroupinc.com

On My Mind: Investment Strategies for a Booster-Shot Recovery

Investment views and strategies for the post-pandemic recovery.

What Could a Post-COVID World Look Like 400 200 sgi@smithgroupinc.com

What Could a Post-COVID World Look Like

Accelerated digitization was just the beginning.

Virus Control May Help Europe Outperform U.S. 350 174 sgi@smithgroupinc.com

Virus Control May Help Europe Outperform U.S.

Stricter lockdown measures could boost short‑term performance.

Why Be Neutral Between U.S. and Non-U.S. Stocks 700 350 sgi@smithgroupinc.com

Why Be Neutral Between U.S. and Non-U.S. Stocks

Non-U.S. stocks may have a smoother recovery from the pandemic and could benefit from a weakening U.S. dollar.

Finding U.S. Companies that Can Emerge Strong 350 174 sgi@smithgroupinc.com

Finding U.S. Companies that Can Emerge Strong

Amid heightened uncertainty, fundamental quality matters.

Actionable Insights on Market Volatility 700 350 sgi@smithgroupinc.com

Actionable Insights on Market Volatility

The path to recovery.

Taking Stock of U.S. Equities 700 350 sgi@smithgroupinc.com

Taking Stock of U.S. Equities

A closer look at diverging U.S. equity marketing and economic performance.

Factor Performance 700 350 sgi@smithgroupinc.com

Factor Performance

Why diversifying across well-defined factors is likely to be key in extremely volatility.

Bringing the Economy Back From Life Support 961 481 sgi@smithgroupinc.com

Bringing the Economy Back From Life Support

What kind of recession will this be? What kind of recovery will follow?