U.S. Equities The Rotation Taking Shape in U.S. Equities: Insights from the Barron’s 400 Index Through February 10, 2026, the divergence between the two versions of the Barron’s 400 Index has become difficult to ignore....
Global Equities MarketGrader Indexes vs. Active Managers: 2025 Performance Review Following the publication of our 2025 benchmark report card summary, we now turn to the second component of our annual...
Global Equities Why Stock Selection Mattered in Australian Small Caps in 2025 The 2025 calendar year was a strong one for Australian equities. While the broad S&P/ASX 300 delivered a respectable total...
Global Equities Global Equity Strength Drives MarketGrader Indexes Performance in 2025 MarketGrader’s 2025 report cards cover 73 indexes across US, developed, and emerging equity markets. This excludes a small number of...
Global Equities Is Health Care Turning the Corner? Recent Results Suggest So Investors in global health care stocks may be forgiven for their skepticism toward the sector’s recent resurgence. Health Care has...
Global Equities Israel & Brazil Shine in MarketGrader’s Latest Global Index Report Card MarketGrader’s US Indexes continue their strong run in 2025, with 21 of our 26 core indexes outpacing their benchmarks through...
Indexes & Model Portfolios The Barron’s 400 Index (Equal Weight): Hitting the Market’s Sweet Spot Over the past three decades, mid-cap stocks have quietly outperformed their large- and small-cap counterparts. From 1995 to 2025, the...
Indexes & Model Portfolios The Barron’s 400 Index: 18 Years of Outperformance Eighteen years ago this week, the Barron’s 400 Index (B400) was introduced on the cover of Barron’s magazine with a...
Global Equities MarketGrader Indexes Withstand Tariff Turmoil to Beat Global Benchmarks in First Half of 2025 MarketGrader’s disciplined stock selection continues to beat the market across global markets If you had fallen asleep on New Year’s...
Indexes & Model Portfolios Value Is Not Dead – It Just Needs a New Definition Since the U.S. stock market crash of 2008, growth stocks have outperformed value stocks by a wide margin. Figure 1...