All Commentary

Be Patient Regarding Fed’s Next Move – IFED Indexes Rebalance to Refresh Holdings

Despite projections that the Federal Reserve would relax interest rates in early 2024, the Fed continues to prioritize maintaining price...

Maximizing Portfolio Returns Via Federal Reserve Policy

Check out our most recent webinar hosted by the CFA Society Baltimore. Learning objectives: Understanding the impact of Federal Reserve...

IFED Strategy Celebrates 4-Year Anniversary

The Nasdaq IFED-L index has shown consistent outperformance over four years of varied market conditions, achieving a 19.65% annual return...

Investors Shouldn’t Worry About Predicting the Fed’s Next Move

Most market participants believe the Federal Reserve will shift policy to be more accommodative during 2024. As of April 29, according to...

2023: A Year in Review

Posted: January 30, 2024 2023 was a strong year for the U.S. stock market and for the IFED indexes. The stock market rebounded nicely in...

The Fed’s Focus on Inflation Continues – Are Your Portfolio Holdings Still Appropriate?

Posted: July 21, 2023 In this commentary, we highlight the link between Nasdaq IFED™ index performance, the principles behind the IFED...

Nasdaq IFED-L Easily Clears the 3-Year Performance Hurdle While Handily Beating the Competition

Posted: June 26, 2023 June 9th, 2023 marks the three-year anniversary since the launch of the Nasdaq IFED US Large-Cap™️ Index (Nasdaq...

2022: A Year in Review

Posted: January 16, 2023 Was 2022 a year of the unopened envelope syndrome for you? Behavioral psychologists have identified a phenomenon...

How Do Investors Avoid Fighting the Fed?

It’s unlikely the Federal Reserve chairman is ever going to win a popularity contest, no matter what actions the Fed takes. Consistent...

What is the best investment style?

For decades investors have debated which investment style is superior, does small-cap-value dominate, or how about large-cap-growth;...

Do sector and factor rotation represent a fool’s errand?

Investors have a natural attraction to rotation strategies. The prospect of selling out-of-favor stocks and rebalancing to in-favor...

Using Fed Policy Signals to Capture Alpha: The IFED Strategy

Synopsis Issued September 2022 This article provides insight to the origins of the IFED strategy and its efficacy. The IFED strategy is...

Heider College of Business professor partners with Nasdaq in new business venture

Most colleagues who enjoy each other’s company get together to talk shop and trade battle stories over a few cold ones. But not Robert...

Eyes on the Fed

Investors have plenty to worry about nowadays, but the impact of inflation on the global economy appears to be at the top of the list....