Lenses

We use our Security Search tool to find global names that are well-suited for a recessionary environment.

We unleash our new Security Search tool to find the top 10 Growth and Value stocks around the world.

A look at historical and current value trends through the lens of Omega Point's global model.

A look at historical growth trends in the US, China, Japan, & Canada through the lens of our global model.

We introduce our worldwide model and seek to compare factor returns over the past 6 months globally vs. in the US.

We build and analyze a model portfolio that internalizes the insights from prior economic recoveries.

This week, we focus on positioning for a possible recovery by bringing idiosyncratic volatility into the mix.

Today we continue our analysis of early stage market rebounds with the goal of helping uncover potential offensive investment strategies.

We review market & factor trends of the past week and analyze past recoveries to see how various sectors behaved during the rebound.

We review market & factor trends of the past week and check in on Volatility and Market Sensitivity relative to past recovery regimes.