Section
Factors
64 posts
The Market Has Stopped Looking Far Enough Ahead, and Schroders Sees a Generational Opening
by AdvisorAnalyst.com Editorial Team Here's a question worth sitting with: what if the biggest risk in today's market…
Value Is Not a Box. It's a Discipline.
Boston Partners argues that the growth-value divide is a classification convention, not an economic reality, and that durable returns require a three-dimensional investment process.
CAGE Is Open: Previously Out-of-Reach, This Factor-Aware Investing Model is Finally Available in Canada
by Editorial Team, AdvisorAnalyst For years, Canadian investors have been stuck with a binary choice: pay over 1%…
Quality's Moment: Why the Worst-Performing Style Factor May Be the Best Opportunity in Non-US Equities
by AdvisorAnalyst Editorial Team There is a paradox embedded in the current international equity landscape. The style factor…
Why Half a Million People Trust PWL Capital CIO Ben Felix
Listen on The Move In this episode of Insight Is Capital, Pierre Daillie sit down with Ben…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Markets Don't Wait: Larry Swedroe on Efficiency, Alternatives, and the Only Portfolio That Matters
by Editorial Team, AdvisorAnalyst The question Pierre Daillie puts to Larry Swedroe near the top of the conversation1…
The Inflation Diversification Problem: Why the 60/40 Playbook Is Breaking Down Again
Man Group's Edward Cole makes the case for equity market neutral strategies as the more durable diversifier in a world where bonds can no longer be trusted to protect portfolios.
Why Value, Quality, and Momentum Belong Together
by Noah Beck and Que Nguyen, Research Affiliates Key Points The Research Affiliates systematic active equity investment process…
Hype vs. High Conviction
A Quality Approach to Investing in AI.
Market Internals: Stability Is the Headline. Repricing Is the Reality.
Thirty-one trading sessions into 2026, the S&P 500 looks steady. That’s the headline. But as Citadel Securities' Scott…
Quality = Value
by Richard Bernstein, Richard Bernstein Advisors By the end of 2025, the US equity market was narrower for…
The Long View: Party like it’s (not) 1999
ClearBridge Investments: Despite bubble fears, there are several key differences between the late 1990s and today that we believe bode well for US equities in the year to come.
Why we believe quality stocks are mispriced
by Jon Eggins, CFA, Megan Roach, Nick Haupt, Russell Investments Key takeaways Quality stocks have underperformed this year amid…
Is the High-Beta Train on the Right Track for Long-Term Investors?
by AllianceBernstein Research US equity markets have been on a roll in recent months, but what’s been…
Navigating Paradigm C: Darius Dale on Fiscal Dominance, Fed Policy, and the Future of Investing
A sweeping, data-driven diagnosis of the U.S. economy, policy regime shifts, and the investment strategies retail and institutional investors alike should be considering, according to 42 Macro's Darius Dale.