While growth-oriented investments play a role in many successful portfolios, it’s important to consider current valuations in relation to future market corrections. In an article for FactSet, Global Beta’s Justin Lowry explores this idea further....
The world has changed in many ways since COVID-19 took it by storm in 2020, and Wall Street has certainly felt the effect. Fiscal and monetary stimulus coupled with increased curiosity in the stock market due to the afforded time from better work flexibility,...
Factor investing has become an important theme for investing. It allows an investor to determine what parts of their investments are driving return. It’s not only important to determine what is driving your investment return but how you are obtaining a particular factor exposure. Growth...
This quarter has been the worst quarter in over a decade. The S&P 500 Index officially crossed into a bear market on 3/12/20, which is defined as a period in which an index falls 20% from a new high. This marks the 6th...
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...
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...
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,...