Factor investing isn't a new tactic. In fact, institutional investors have been employing factor research for decades. Many are already executing this investment strategy, whether they realize it or not. We believe, as institutional investors realize lower returns for most asset classes, their need for...
As we move along in year 11 of the country’s longest ever bull market, it’s fair to wonder when it will end. Below is a list of all the 13 largest bull markets, showing just how impressive the longevity of this bull market has...
The investment performance of Yale’s and Harvard’s endowments has drawn interest from other endowments and investors alike, but little research has been done on non-profit endowment performance overall, despite the $700 billion in assets they collectively manage. One recent study, “Investment Returns and Distribution Policies...
Sector Rotation is one of the most popular investment strategies. In this strategy, portfolio capital is re-allocated to different sectors based on various indicators. These indicators can include business cycle indicators, market indicators, trends, momentum and more. How re-allocation occurs depends largely...
We are now more than half way through 2019, and we believe the theme of this market has been headline risk. The consequence has been volatility in the market, which has made it very difficult for investors to identify an entry point in...
Smart beta strategies have seen an explosion of interest in the past few years, and the number of smart beta funds has increased dramatically in response. Investing in smart beta is now as easy as buying an index fund. Before you start buying...
Factor investing is a strategy that chooses securities on attributes that are associated with higher returns. From a theoretical standpoint, Factor Investing is designed to enhance diversification, generate above-market returns and manage risk. Learn more about Factor Investing by watching our video here. ...
Asset class investing has long been accepted as the key to building portfolios that allow investors to meet their long term investment goals. We believe by diversifying investments between a wide range of asset classes such as large U.S. stocks, emerging market stocks, bonds,...
Factor investing uses a set of easily definable characteristics to produce a universe of stocks that meet certain criteria. For instance, the value factor looks at metrics like P/E ratio to find stocks that are priced below that of their peers. This makes factor investing...
Since our last update, we have seen what we believe to be two key movers in the market have made significant changes: the FOMC has decided to halt raising rates and progress towards a trade agreement with China has significantly strengthened. The result has translated...