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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...
2023-04-24 05:32:12 ET Summary This article provides an overview of the SCHD's historical performance vs. a peer group of 78, including popular ETFs like VTV, VYM, VIG, DGRO, and SDY. A solid long-term track record suggests SCHD's strategy has merit. Although it's not the most con...
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...
2023-03-27 06:50:52 ET Summary CDC follows a long/cash strategy that exits equities in favor of Treasuries as markets decline. The Index currently yields 4.15%, or 3.80% after fees if the fund is fully invested. Selections have four consecutive profitable quarters, but comparisons...
Summary The beginning of the year always offers a chance to catch up with a broad range of clients who are in the mode of thinking about the big picture outlook: pension funds, insurers, consultants and sovereign wealth funds across Australia, Asia, Europe and North America. This note r...
Summary Classic inflation hedges still play vital roles in inflation-protection strategies. Investing in future-resources equities requires balancing forward-looking optimism with pragmatism. Style-balanced construction would require more trading and rebalancing than a simple cap-we...