BX Research

Boutique CIO                      Market Commentary

08.16.21

By Arun Kaul

 

 

Boutique CIO                      Dividend Investing          In Todays Environment 

 

By Arun Kaul

 

 

Boutique CIO                Q4 Earnings Summary 77 Page Document Featuring mostly S&P 500 Companies

By Arun Kaul

 

 

Boutique CIO        Market Outlook      March 25th 2021

By Arun Kaul 

 

 

Boutique CIO                            Is Value Back?                      The great Debate                    Value vs. Growth 

By Arun Kaul

Mid-Year Money Manager Analysis Review

July 2020
By Arun Kaul

Market Scenarios

July 29, 2020
By Arun Kaul and Craig Cmiel

 

 

Market Commentary

April 9, 2020
By Arun Kaul

Market Outlook

January 2020
By Arun Kaul

Market Outlook: A Year in Review, What May Lie Ahead

December 2020
By Arun Kaul

Covid, Debt, and Earnings Update

October 22, 2020
By Arun Kaul

Market & Political Update

October 15, 2020
By Arun Kaul

What To Do With Bonds?

September 1, 2020
By Arun Kaul

Consumer Staples – More Expensive with More Momentum

October 8, 2019
By Arun Kaul

Market Staying Range Bound? Correction vs Earnings, Valuations and Technicals


October 4, 2019
By Arun Kaul

In Sync? – The Fed, Spreads
and Credit

September 20, 2019
By Arun Kaul

Time to Rebalance? Growth vs Value or Large Cap

September 11, 2019
By Arun Kaul

Disclosures

Investment strategies may not achieve the desired results due to implementation lag, other timing factors, portfolio management decision making or other unanticipated factors. The data presented has been gathered from sources believed to be reliable; however, their accuracy, completeness, or reliability cannot be guaranteed. We make no warranties and bear no liability for your use of this information. The performance illustrated may be materially different from any specific separate accounts using these strategies. Performance results are primarily presented after trading costs and before management fees (gross of fees). Investment advisory fees and trading costs differ across the size and type of the accounts that are used in these performance figures. Fee schedules are available upon request. The performance data quoted represents past performance and does not guarantee future results. All index performance includes capital appreciation and reinvested dividends and is presented gross of fees. Past performance is not indicative of future results. As with any investment vehicle, there is always a potential for profit as well as the possibility of loss. Actual results may differ from composite returns, depending on account size, investment guidelines and/or restrictions, inception date and other factors. Nothing contained in this presentation should be construed as a recommendation to buy or sell a security or economic sector. Please see firm and performance disclosures.

Back-tested performance does not represent actual performance and should not be interpreted as an indication of such performance. Actual performance for client accounts may be materially lower than that of the back-tested portfolios. Back-tested performance results have certain inherent limitations. Such results do not represent the impact that material economic and market factors might have on the execution of model-based portfolio strategies. The back-tested performance also differs from actual performance because it is achieved through the retroactive application of model portfolios designed with some benefit of hindsight. As a result, the models theoretically may be changed from time to time and the effect on  performance results could be either favorable or unfavorable