SIRG Research & Market Commentary



Weekly Market Review

A weekly recap of market performance, top news, and economic releases for the prior week.

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Investment Manager Pulse - July 2021

Welcome to the latest edition of the SIRG Investment Manager Pulse - a quarterly survey of senior investment professionals at investment management firms. This report provides an in-depth analysis of the views and sentiments regarding the economy, asset markets, and other pertinent issues affecting the investment community.

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Active Management Outlook - July 2021

SIRG's Active Management Outlook provides a forward looking perspective on the market environment, and how it may impact investment strategies.

 

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Value Still Has Room to Run - May 2021

Attached is SIRG’s latest white paper where we discuss why we think the rotation towards value stocks that we’ve seen over the past 7 months still has room to run.

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The Outlook for Value - February 2021

Attached is SIRG’s latest white paper where we discuss how value investing has struggled for most of the past decade leading many to ask the question “Is Value Dead?”

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Fixed Income as a Portfolio Diversifier - January 2021

Attached is SIRG’s latest white paper discussing the role of Fixed Income as a Portfolio Diversifier.

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ESG Product Demand - September 2020

Attached is SIRG’s investment brief discussing ESG product demand given the regulatory environment and multitude of “crises” in 2020.

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