FVAL News and Press, Fidelity Value Factor From 10/18/21

We noted in our quarterly letter that every brokerage house on the Street was bearish and telling its customers to expect stocks to move into a correction. We also reminded you that one of Reilly’s Rules is that when everyone expects something to happen something else usually does....

Bonds sold off again last week, with the yield on the 10-year Treasury closing over 1.6% for the first time since early June. But this rise in rates is at least a little different than the fall that preceded it. When nominal rates fell from April through July, real rates fell right al...

One of the big themes that we've seen the last few weeks is interest rates rising and value outperforming growth. Strategas' Todd Sohn examines the reemergence of cyclicality following an economic "growth scare." Todd breaks this down before taking us through some timely sector an...

The announcement from Pfizer on November 9th sent the Russell 1000 to a new all-time high of 2,000.69 on November 13th. Value factors performed strongly in October. The StarMine Relative Value and, in most regions, Intrinsic Value were among the top-performing factors during the month...

Editors' Note: This is the transcript of the podcast we posted last week. Please note that due to time and audio constraints, transcription may not be perfect. We encourage you to listen to the podcast, embedded below, if you need any clarification. We hope you enjoy. Sign up fo...

Sign up for Let's Talk ETFs on your favorite podcast platform: Apple Podcasts Spotify Google Play Stitcher By Jonathan Liss Often lost in the "ETFs versus mutual funds" argument that has been raging since the American Stock Exchange first listed the SPDR S&am...

Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available? Don’t Trust ETF Labels There are at least 152 different All Cap Blend ETFs and at least 508 ETFs across 12 styles. Do investors need 4...

The All Cap Value style ranks fourth out of the twelve fund styles as detailed in our Q4'19 Style Ratings for ETFs and Mutual Funds report. Last quarter , the All Cap Value style ranked fourth as well. It gets our Neutral rating, which is based on an aggregation of ratings of 34 ETFs and ...

U.S. value stocks surpassing growth stocks marks the beginning of a longer-term trend, Morgan Stanley chief U.S. equity strategist Michael Wilson writes in a report. More news on: Cornerstone Strategic Value Fund, Sprott Focus Trust, Inc., ALPS ETF Trust - Barron's 400 ETF, Financial sto...