FTC News and Press, First Trust Large Cap Growth AlphaDEX Fund From 10/29/22

Summary It was a difficult third quarter, with the S&P 500 down nearly 5%, which added to the painful year-to-date returns investors have experienced across the board. While the market’s expectations have also moved higher regarding rate hikes, they’ve remained a...

Summary Stock markets are still reeling from this year’s dramatic events. If equities have fallen primarily because of rising rates, the market may not yet be pricing in growing threats to company fundamentals. Similar situations unfolded in many sectors, impacting both...

Kroger Stock slid to trade at $42.94-0.22 at close: 04:00 PM EDT on Wednesday Sen. Elizabeth Warren (D-MA) is urging the Federal Trade Commission to prevent Kroger’s ( NYSE:KR ) proposed $25 billion acquisition of competing grocery chain Albertsons ( NYSE:ACI...

Summary We believe that investors will differentiate and favor stocks based on quality factors as companies with higher-quality and growth characteristics are more likely to weather the storm. We seek to identify industries whose profits are growing at least as fast, or ideally fa...

Summary Among the more notable twists of this year’s raucous third quarter was the upending of the long-running underperformance of the US Growth indexes versus their Value counterparts. This recent Growth/Value tug of war has coincided with the big shifts in inflation and ...

Summary Value historically has had an edge in inflationary environments, while growth is typically preferred in a recession. With the risks of persistent inflation and impending recession both at play, we believe the best course is to build both growth and value into portfolios, a...

Summary Skewness in asset returns is a perplexing phenomenon and evokes different behavior from investors. Our theory is that skewness tends to move based on investor preferences. Investors in growth stocks may be pursuing lottery-like payouts, especially when such stocks are ...

Summary The sharp declines have dramatically changed the valuation landscape. Paying too high a premium for safety could backfire if market trends shift again. We believe growth stocks’ valuations are far more attractive today than they were a year ago. Active inves...

Summary As the Fed walks the line between curbing inflation and averting recession, anxious investors are seeking to balance the two risks. The question now is how fast can inflation fall and where does it come to rest? We don’t see a quick retrenchment or a return to the o...

Summary Performance charts can mislead investors because sometimes they include rare one-off gains or losses early in the time series. Analyzing rolling returns lessens the importance of buying just at the right time. This article looks at six-month rolling returns for 73 U.S. ETF...