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…
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…
Market Perspective: Stocks Aren't So Spooky
by Liz Ann Sonders, Brad Sorensen, Jeffrey Kleintop, Charles Schwab & Company Key Points Along with new records…
Can Momentum Investing Be Saved?
by Rob Arnott Vitali Kalesnik Engin Kose Lillian Wu, Research Affiliates Key Points Simulated portfolios based on momentum…
A Smart Beta for Sustainable Growth
by Chris Brightman Mark Clements Vitali Kalesnik, Research Affiliates Key Points Traditional growth indices, designed as the inverse…
Fundamentally Speaking: Earnings at Risk
by Lance Roberts, Clarity Financial As we get into the midst of the Q2 earnings season, we can…
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…
Research Affiliates: Peak Profits
Peak Profits by Chris Brightman, Jonathan Treussard, Mark Clements, Research Affiliates Key Points 1. S&P 500 as-reported EPS…
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…
