RAFE News and Press, PIMCO RAFI ESG U.S. From 09/29/23

2023-09-29 03:20:00 ET Summary If the United Auto Workers strike lasted an entire quarter, it could result in a flat quarter for US gross domestic product. However, strikes tend not to last for very long. A short-term spending bill may help avoid a US government shutdown. But even...

2023-09-10 05:05:00 ET Summary What to expect from the "Magnificent 7" going forward? What is driving stocks higher? Why stocks keep rising even as cracks form in the economy. Equity markets have had a strong year so far, with the S&P 500 up 17% and the Nasdaq Co...

2023-07-19 20:55:00 ET Summary Modern Portfolio Theory focuses on assembling the optimal group of assets to achieve the best return per unit of risk. Diversification works well because it blends short and long duration instruments thereby reducing the overall average duration. ...

2023-07-10 23:45:00 ET Summary Factor investing can help drill through broad sector labels to help investors better understand past performance and expected returns. Investors taking factor views may be better able to capture the underlying exposure they seek and obtain complement...

2023-05-25 23:30:00 ET Summary Sector tilts can skew risk and reward when selecting value stocks. Unintended sector bets can be a trap for value investors and the bane of high Sharpe ratios. By keeping a watchful eye on sector tilts and potential overconcentration, we believe ...

2023-05-15 02:00:00 ET Summary As the economy begins to accelerate, value companies begin to outperform. The market continued to favor many of the more value-oriented or economically sensitive sectors of the market. The financial sector fell to the bottom of returns as balance...

2023-04-18 02:55:00 ET Summary The value style is in the early stages of what Mutual Series believes could be a multi-year outperformance relative to growth. Value stocks spent over a decade in the wilderness. But after a rebound in 2022, we believe the style is on track for a mul...

2023-04-11 21:48:16 ET Summary We are in the early stages of a new market cycle characterized by higher volatility, inflation and interest rates and creating conditions where value stocks thrive. New market cycles are characterized by future leaders beginning extremely cheap, and ...

2023-04-07 09:34:00 ET Summary Over the 47-year period since 1975, value stocks with high ROE ratios outperformed the value universe of stocks for the one-year period after the curve first inverts by an average of 4.8%. When spreads are narrow and begin to widen, we are in the Bro...

2023-04-01 08:25:00 ET Summary Factors are the primary market drivers of asset-class returns. The year 2022 was a memorable one for investors, but for not altogether positive reasons. One bright spot, however, was the relative outperformance of equity risk factors versus other pop...