Newfound Research

Newfound Research

Is dividend investing dangerous?

Dividends Insight Markets Outlook US Stocks
by Corey Hoffstein, NewFound Research Summary In a persistent, low interest rate environment, dividend strategies have rapidly increased in popularity. In theory, investors should be indifferent to dividends. ...
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Should we celebrate rising rates?

Insight Markets Outlook
by Corey Hoffstein, Newfound Research With 10-year rates jumping over 40bp in November, investors are beginning to talk about rising rates again. While rising rates may cause short-term ...
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Outperforming by Underperforming

Insight Markets Outlook
by Justin Sibears, Newfound Research Summary If you want long-term outperformance, you must be able to stomach short-term underperformance. As William Bernstein said, “The most important investment ability ...
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Is This 100-year Old Indicator Suggesting Market Strength?

Insight Markets Outlook US Stocks
by LPL Research The Dow Jones Industrial Average (Dow) gained for the sixth consecutive day yesterday and closed at a new all-time high for the third straight day. ...
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Momentum: Letting the Cheap Get Cheaper?

Insight Markets Outlook portfolio management Quantitative Investing Strategy
by Corey Hoffstein, Newfound Research This blog post is available as a PDF here. As an investment strategy, momentum focuses solely on prior returns.   Being valuation agnostic, ...
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Is My Diversified Commodity Index Just Oil?

Insight Markets Outlook Quantitative Investing
by Nathan Faber, Newfound Research   The benefit of including commodities in individual investor portfolios is often up for debate, focusing on aspects such as expected returns, volatility, ...
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Capital Efficiency in Multi-factor Portfolios

Insight Markets Outlook Quantitative Investing
by Corey Hoffstein, Newfound Research This blog post is available as a PDF below. The debate for the best way to build a multi-factor portfolio – mixed or integrated ...
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Is That Leverage in My Multi-Factor ETF?

Insight Markets Outlook portfolio management Quantitative Investing
Is That Leverage in My Multi-Factor ETF? by Corey Hoffstein, Newfound Research This blog post is available as a PDF here. Summary­­ The debate for the best way ...
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High Yield Bond ETFs: Liquidity Time Bombs?

ETFs Fixed Income High Yield Insight Markets Outlook Risk Management
by Corey Hoffstein, Newfound Research This blog post is available as a PDF here. Many articles expounding upon the risks of ETFs that invest in illiquid assets (high ...
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Low Volatility is Not Low Risk

Insight Markets Outlook Risk Management
by Nathan Faber, Newfound Research This blog post is available as a PDF here. Low volatility equity ETFs have seen huge inflows this year, driven by both a ...
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