Browsing Category
Factors
40 posts
The Time is Right
by James C. Fallon, Portfolio Manager, Christopher Zani, CFA, Institutional Portfolio Manager, MFS Investment Management We examine the…
March 14, 2024
Q124 Investment Review & Outlook: Can the market have its cake and eat it too?
by David Picton & Team, Picton Mahoney Asset Management Equity markets seemed to be in the throes of…
January 18, 2024
Shareholder Yield Shines among Value Factors
by Matt Wagner, CFA, Associate Director, Research, WisdomTree WisdomTree pioneered fundamental weighting as a novel approach to rules-based…
January 7, 2024
As the economy slows, favor consistency over volatility
by Russ Koesterich, JD, CFA, Portfolio Manager, BlackRock Key takeaways: In many ways 2023 continues to be the…
September 26, 2023
A Sharper Lens – Factors & Sectors
by Andrew Ang, PhD, Head of Factors, Sustainable and Solutions for BlackRock Systematic, BlackRock Key takeaways Factor investing…
July 11, 2023
JPM: Narrowest Stock Leadership, Extreme Concentration, Defensive Factor Crowding Underway
by Equity Macro Strategy, J.P. Morgan Copyright © J.P. Morgan
April 26, 2023
Why Factor ETFs?
Listen to the article (2:29): According to Veronika Popova, Director of ETF Strategy at CI Global Asset…
March 8, 2023
Why January's Rise May Mask a Riskier Reality
by Michael Hunstad, Ph.D., Chief Investment Officer – Global Equities, Northern Trust January has all the hallmarks of…
January 31, 2023
CS Zoltan Pozsar: War and Industrial Policy
by Zoltan Pozsar, Credit Suisse Copyright © Credit Suisse
August 27, 2022
The Supply-Led Inflation Challenge
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman The Fed could end up playing checkers…
February 21, 2022
Is this time different? Perspective on the growth-vs-value debate
by Ryan Pogodzinski, and Tim Halverson, Russell Investments As many investors likely have noticed from their most recent…
July 16, 2021
4 Concentrated Factor Investing with Wesley Gray, PhD, Alpha Architect
Watch on Youtube Listen to the episode In this episode, your very own Raise Your Average crew are…
April 6, 2021