MV Weekly Market Flash: The Great Rotation That Wasn’t (Again)

If you weren’t listening to the financial chatter this week then you probably missed the Great Rotation. But if for whatever reason you happened to tune into CNBC or Bloomberg News sometime late Monday afternoon then you couldn’t have missed it. Every “factor” and “smart beta” analyst on the planet...

MV Weekly Market Flash: Managing Through Uncertainty

In late November of every year, our team convenes for a series of discussions about how to position the portfolios under our management for the year ahead. Since we manage our clients’ assets around long term financial goals, the changes we make from year to year tend to be incremental...

MV Weekly Market Flash: Japan Led Us All to Wonderland

Before the iPhone, there was i-mode. Seven years before Steve Jobs turned the world on its head with the iconic Apple product, a much stodgier company produced the world’s first smartphone. In 1999 NTT, the incumbent Japanese telecom provider and a byword for “lumbering bureaucracy,” launched a mobile phone service...