Emerging markets can make for enticing investments, and new research from James O’Shaughnessy’s firm shows how fundamental-focused investors can really take advantage of EM opportunities. “U.S. investors, and other investors…
Tag: Patrick O’Shaughnessy
Active or Passive? Try (Parts of) Both
Should you choose actively managed funds for your investments, or passively managed funds? It’s one of the investing world’s great debates. And in a new research paper, James O’Shaughnessy’s firm…
What History Tells Us About Stocks & The Fiscal Cliff
Many pundits and investors have been forecasting big trouble for the stock market if the U.S. goes off the “fiscal cliff” at the end of the year, and tax rates…
OSAM: Shareholder Yield Surpasses Dividend Yield
While paltry fixed-income yields have had investors on the prowl for high-dividend stocks, James O’Shaughnessy’s firm says they should be looking in another place for yield. “Though dividend yield works…
O'Shaughnessy On How To Deal With The "Cruel Beast"
The emotional ups and downs of the past few years have had many investors jumping in and out of the stock market in alternating bouts of fear and relief. Quantitative…
O'Shaughnessy: The Market Is Not The Economy
While fears about the U.S. and global economies are leading many investors to ditch stocks, James O’Shaughnessy’s firm says those fears are reason to embrace stocks, not run from them.…
Weak Economy Doesn't Equal Weak Stock Performance, Study Shows
Unemployment remains high, economic growth is slowing, taxes may soon rise, and consumer confidence is near historic lows. But while investors are fleeing stocks in favor of bonds amid the…
What Works in Year Two of a Bull?
James O’Shaughnessy’s What Works on Wall Street details one of the most extensive studies of stock returns and stock-picking strategies ever performed. Now, as we approach the second year of…