Section
Momentum Investing
12 posts
Why Momentum Can Still Work
In this article, Russ Koesterich argues that momentum remains supported by strong earnings growth, making the factor attractive despite market risks.
Momentum Needs Context
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Let's talk momentum. Actually, before we talk momentum,…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Rally Nobody Trusts—and Why It Keeps Going Anyway
Scott Rubner of Citadel Securities spent seven weeks in front of institutional investors across three continents. What he heard wasn't confusion. It was nervous consensus.
Why Value, Quality, and Momentum Belong Together
by Noah Beck and Que Nguyen, Research Affiliates Key Points The Research Affiliates systematic active equity investment process…
Why Global Financial Markets Are in Extreme Flux
by AGF Investments' Investment Management Team, AGF Investments Members of AGF Investments’ investment management team weigh in on…
Riding the Momentum - Looking Beyond the Tech Giants
by Raffaele Sevi and Jeff Shen, Systematic Investing, BlackRock After a strong start to the year, equity investors…
Quality is now a momentum trade
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses why the current momentum…
When Momentum Loses Momentum
by Andrew Ang, PhD, Head of Factors, Sustainable and Solutions for BlackRock Systematic, BlackRock Key takeaways The momentum…
Why Factor ETFs?
Listen to the article (2:29): According to Veronika Popova, Director of ETF Strategy at CI Global Asset…
Solid US Value Equities: It's All About Earnings
by James MacGregor, CIO, US Small and Mid Cap Value Equities, AllianceBernstein As we go into 2022 and…
Incentives Pivot from Greed to Fear
by Cole Smead,, CFA, Smead Capital Management The talk of inflation today looks much like housing did in…
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…