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The Economy & Strategies
Quant Rotations and Stephens Five-Factor Model Solution Mar 3, 2026Quant strategies drive over a quarter of stocks. Stephens analyst Melissa Roberts explains quant rotations and how our Five-Factor Model identifies exposure.
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The Economy & Strategies
The Positive Impact from Index Inclusion Feb 26, 2026In this episode of All Things Technical, Stephens analyst Melissa Roberts examines the technical impact of index inclusion, from increased institutional demand and improved liquidity to more diversified ownership and expanded research coverage. Watch to learn why inclusion in a major index can be a meaningful catalyst for companies.
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The Economy & Strategies
Strategies for the Challenges of Index Inclusion Feb 24, 2026Index inclusion can change a stock’s trading dynamics in unexpected ways. In All Things Technical, Stephens analyst Melissa Roberts explores how reduced float, passive fund flows, short-interest shifts, and index sizing pressures can create technical volatility around index events. Watch to learn what investors should be monitoring.
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The Economy & Strategies
Risks and Opportunities from Index Inclusion, Deletion and Migration Feb 18, 2026Index changes can move markets. In All Things Technical, Stephens analyst Melissa Roberts helps companies understand the opportunities, risks, and trading impact around index additions, deletions, and migrations, and why preparation matters.
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The Economy & Strategies
Identifying Risks and Opportunities from Technical Analysis Jan 29, 2026With deep experience in index rebalancing and passive markets, Melissa Roberts, who leads Index Rebalancing and Strategic Opportunities at Stephens, brings a technical lens that helps investors spot risks and opportunities beyond the fundamentals. Watch this episode of "All Things Technical" to learn more.
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Market Trends
Why Banks Perform Better When Added to Indexes Sep 2, 2025Stephens Managing Director Melissa Roberts, head of Strategic Opportunities & Index Rebalancing research, explains why banks tend to fair better than other industries when added to indexes. The biggest driver is regulation, banks are generally more regulated than other industries and historically had less liquidation risk.
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Market Trends
The Power of Index Rebalancing: $220 Billion Traded in One Day Jun 25, 2025Stephens Managing Director Melissa Roberts, head of Strategic Opportunities & Index Rebalancing research, breaks down why June is a critical month for market liquidity.
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This Is Capitalism
Market Trends
Outsmarting 2021’s Supply Chain Grinch Dec 14, 2021Holiday 2021 shoppers plan to shop early, get creative, and continue to “collect moments instead of things” in response to this year’s supply chain crunch
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The Economy & Strategies
This Is Capitalism
Telehealth Takes Off Sep 10, 2020Increased use during pandemic suggests more cost-effective healthcare ahead
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The Economy & Strategies
This Is Capitalism
The Once-Solid Rental Housing Market Shows Its Cracks Sep 1, 2020The pandemic has upended the rental market, which could get worse with the end of federal stimulus. But it’s also creating new opportunities in some locales
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