Browsing Category
Fundamentals
15 posts
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…
April 24, 2023
The “Abundant Reserve” System Crushes the Fed
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
April 10, 2023
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…
May 13, 2021
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…
November 22, 2019
Jurrien Timmer: Lessons from the Sixties
Stock/bond correlations have been steadily decreasing since peaking in 2015: What does it mean? Key takeaways • A…
December 7, 2018
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…
November 20, 2018
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:…
August 15, 2018
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…
April 25, 2018
Market Perspective: Stocks Aren't So Spooky
by Liz Ann Sonders, Brad Sorensen, Jeffrey Kleintop, Charles Schwab & Company Key Points Along with new records…
October 30, 2017
Can Momentum Investing Be Saved?
by Rob Arnott Vitali Kalesnik Engin Kose Lillian Wu, Research Affiliates Key Points Simulated portfolios based on momentum…
October 19, 2017
A Smart Beta for Sustainable Growth
by Chris Brightman Mark Clements Vitali Kalesnik, Research Affiliates Key Points Traditional growth indices, designed as the inverse…
July 31, 2017
Fundamentally Speaking: Earnings at Risk
by Lance Roberts, Clarity Financial As we get into the midst of the Q2 earnings season, we can…
July 18, 2017
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…
February 17, 2017
Research Affiliates: Peak Profits
Peak Profits by Chris Brightman, Jonathan Treussard, Mark Clements, Research Affiliates Key Points 1. S&P 500 as-reported EPS…
January 31, 2016
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…
December 14, 2015