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Fundamentals Insight Markets Outlook US Stocks

Market Perspective: Stocks Aren't So Spooky

by Liz Ann Sonders, Brad Sorensen, Jeffrey Kleintop, Charles Schwab & Company Key Points Along with new records being set by stocks, investor ...
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Fundamentals Insight Markets Outlook

Can Momentum Investing Be Saved?

by Rob Arnott Vitali Kalesnik Engin Kose Lillian Wu, Research Affiliates Key Points Simulated portfolios based on momentum add remarkable value, in most ...
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ETFs Fundamentals Insight Markets Outlook

A Smart Beta for Sustainable Growth

by Chris Brightman Mark Clements Vitali Kalesnik, Research Affiliates Key Points Traditional growth indices, designed as the inverse of value, have delivered negative ...
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Earnings Fundamentals Insight Markets Outlook US Stocks

Fundamentally Speaking: Earnings at Risk

by Lance Roberts, Clarity Financial As we get into the midst of the Q2 earnings season, we can take a closer look at ...
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ETFs Factors Fundamentals Insight Markets Outlook

Smart Beta Returns (Hint: History Is Worse than Useless)

by Rob Arnott Noah Beck Vitali Kalesnik, Research Affiliates Key Points Using past performance to forecast future performance is likely to disappoint. We ...
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Earnings Fundamentals Insight Markets Outlook portfolio management Strategy US Stocks

Research Affiliates: Peak Profits

Peak Profits by Chris Brightman, Jonathan Treussard, Mark Clements, Research Affiliates Key Points 1. S&P 500 as-reported EPS fell 14% from 2014 Q3 ...
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Economy ETFs Fundamentals Insight Markets Outlook US Stocks

The Topic We Should All Be Paying Attention to (in 3 Charts)

The Topic We Should All Be Paying Attention to (in 3 Charts) by Rick Rieder, BlackRock Chief Investment Officer of Fundamental Fixed Income, Blackrock ...
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