Browsing Category
Indexing
54 posts
Technically Speaking: Is A Year-End Rally Still Possible?
by Lance Roberts, Clarity Financial For the last few months, we have repeatedly warned about the mounting risks…
S&P 500 Sector Switcheroo Set for September 28
by Ryan Detrick, Investment Strategist, LPL Research Mark your calendars, because S&P GICS sectors are scheduled to undergo…
The Problem With Indexing
by John Coumarianos, Analyst, Clarity Financial Indexing your investments is a good way to increase your chances of…
No Longer Calm but Not Chaotic
by Fei Mei Chan, Director, Index Investment Strategy, S&P Dow Jone Indices Although market volatility has retreated somewhat…
There’s Nothing Equal About Equal Weight Returns
by Jodie Gunzberg, Managing Director, Head of U.S. Equities, S&P Dow Jones Indices Let’s use the S&P 500…
Som Seif: How Dominant Is Indexing Versus Active?
We recently caught up with Som Seif, CEO, Purpose Investments in Toronto to continue our conversation about…
Som Seif: Has Indexing Distorted the Valuations of Index Stocks?
We recently caught up with Som Seif, CEO, Purpose Investments in Toronto. We asked him for his…
Stephen Lingard: Has Low Dispersion in Index Stocks Made Active Investing Harder?
We asked Stephen Lingard for his thoughts on the argument that low dispersion in index stocks is making…
Do Index Fund Portfolios Live Up to Expectations?
by David Allison, CFA, CIPM, CFA Institute Investors are pinning their hopes on index funds. “Almost $500 billion…
Could index investing become too big?
Indexing is popular. But can large index funds cause inefficiencies in the marketplace? Mr. McNabb notes that, despite…
Are ETFs and Index Funds More Dangerous in a Bear Market?
by Cullen Roche, Pragmatic Capitalism Here’s an interesting claim I see more and more often: “The nature of…
Measuring the Impact of Factors
by Leon Roisenberg, Vice President, Equity Applied Research, MSCI In constructing portfolios, asset managers expose the portfolio to factor…
Burton Malkiel Wrote "A Random Walk Down Wall Street" in '73. Have His Views Changed?
Audio only: Legendary economist and financial thought leader, Burton Malkiel shares investment lessons learned more than four decades…
The 'Big Lie' of Market Indexes
by Lance Roberts, Clarity Financial Last week, I received the following email from a reader which I thought…
MSCI Makes History!
Mainland Chinese equities to be included into Global Standard Indexes by Team, KraneShares On Tuesday afternoon at 4:30…
