Insights

investment and market insights
  • Markets rise, but volatility reemerges as macro business risks linger
  • Cap-weighted indices under pressure as DoJ investigates Big Tech
  • Healthcare in the cross hairs of political posturing 
  • International markets vulnerable as global economic uncertainty rises
  • Smaller companies lag 
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  • Best Q1 for S&P 500 since 1998, SYLC outperforms
  • Stratified MidCap beats S&P 400 in 2018
  • Cap-weighted indices' uncontrolled sector biases
  • International markets rebound in Q1
  • Broad market recovery, but financials lag

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  • Market performance in December worst since Great Depression
  • The downturn in Q4 was market-wide. We expect Stratified Weight to outperform as Business Risk trends emerge in recovery
  • FAANGs lose their bite
  • SEADM outperforms EAFE by 2.6% in 2018
  • Stratified LargeCap outperforms Equal Weight by 1.2% in 2018
  • Stratified MidCap outperformed the S&P MidCap 400 by 3.6% in 2018
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  • Strongest quarter for S&P 500 since 2013 Q4; strong performance by SYLC
  • Rising macro risks highlight that diversification matters
  • IT and Information business risks start to diverge
  • Interest rates and tax changes create headwinds for home builders
  • Energy leads SEADM on the back of Brent price recovery and merger activity
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On September 28, 2018, S&P Dow Jones Indices and MSCI Inc. implemented the largest structural change to the Global Industry Classification Standard to date, significantly broadening the GICS Telecommunication Services sector to include a host of new companies and renaming it the Communication Services Sector. In this report, we discuss the new GICS changes through the lens of the Syntax Business Risk Taxonomy. 
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This report analyzes business risk exposures present in the S&P 500 over the previous 25 years using Syntax’s Functional Information System (FIS). Unlike traditional industry classification systems, which offer a one-dimensional, static, taxonomical approach to classification, FIS utilizes a multi-dimensional attribute classification system to better understand underlying risk exposures in investment portfolios. 
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