Section
Fundamentals
22 posts
Fundamentals underpinning global tech’s market leadership
by Denny Fish, Portfolio Manager, Research Analyst, Janus Henderson Portfolio Manager Denny Fish believes that a dispersion of…
The Greatest Scourge in Factorland: Revaluation Alpha = Fake Alpha (JPM Series)
by Rob Arnott, Research Affiliates Key Points Alpha is not merely a simple risk-adjusted return difference; rather, it…
60/40? A Second Opinion from GMO's Ben Inker
Join hosts Mike and Audrey in this first episode of Insight and Opinion as they explore the evolving relevance of the classic 60/40 portfolio strategy. They dive into Ben Inker's critical analysis from GMO1, which highlights the '60/40 autopilot problem' and proposes the Benchmark-Free Allocation Strategy (BFAS) as an adaptive investment approach.
Bursting the myth: Understanding market bubbles
by Pierre Dongo-Soria, CFA, Russell Investments Executive summary: It's important for investors to distinguish between market bubbles and…
A stock picker’s look beyond AI
by Carrie King, CIO of U.S. and Developed Markets, BlackRock Fundamental Equities Artificial intelligence (AI) and its unparalleled…
Tobias Carlisle: Value Investing - Simple, Not Easy
Listen on The Move In this conversation, Mike and Pierre talk to Tobias Carlisle, Managing Principal and Chief…
Earnings Season May Bring Changes
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
After the Fed, a return to ― and returns from ― fundamentals
by Tony DeSpirito, CIO of U.S. Fundamental Equities, Blackrock Stock returns have been driven by macroeconomic dynamics for…
The “Abundant Reserve” System Crushes the Fed
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
6 Lyn Alden's 2021 Mid-Year Macro Outlook
Watch on Youtube Listen to the podcast Lyn Alden of Lyn Alden Investment Strategy is our guest on…
Standing Alone Against the Crowd: Abandon Value? Now?!?
by Rob Arnott, Amie Ko, Jonathan Treussard, Research Affiliates Key Points In a prolonged anti-value momentum-driven rally, it’s…
Jurrien Timmer: Lessons from the Sixties
Stock/bond correlations have been steadily decreasing since peaking in 2015: What does it mean? Key takeaways • A…
3Q Corporate Results Were Great. The Outlook for 2019 Looks Far Too Optimistic
Summary: Overall, corporate results in the third quarter were excellent. S&P sales grew 11%, earnings rose 30% and…
Fundamentals are driving the stock market higher, not valuations
2Q S&P500 Corporate Results Survey: All-Time High Sales, Profits, and Margins by Urban Carmel, The Fat Pitch Summary:…
Yes. It's a Bubble. So What?
by Rob Arnott, Shane Shepherd, and Bradford Cornell, Research Affiliates Key Points The word “bubble” is tossed around…
