Smith Capital Investors News

Capital Allocation

  Capital Allocation   First quarter earnings provided the first look at changing capital allocation priorities on the back of significantly improving cash flow generation within the market. In our last 5x5 we discussed capital allocation expectations as the...

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2021 Flows Update – Cash Heavy

  2021 Flows Update – Cash Heavy     Thus far, 2021 has continued the 2020 risk-on mentality as vaccinations and the recovery have been the center of focus. Another hot topic is inflation; is it transitory or not? With all this going on, we are keeping...

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MBS Performance – Fact or Fiction?

This year has started off poorly for fixed Income. However, MBS has been highlighted by many as one of the few bright spots. We review MBS performance and look at factors for clues if this outperformance might continue.

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