…are performing well. The added factor of low bond yields, it says, makes the group even more susceptible should yields rise. The importance of this dynamic now, the article notes,…
Search Results for: factor
A Robot Bought Amazon When Trying to Fix Value Investing
A South Korean money manager said its artificial intelligence-augmented value strategy would return 13% annually and “revive” the value factor. But a recent Bloomberg article says that value traditionalists “will…
Dollar’s Fall Just Starting, Says Pimco
…a battered economy.” Stephan Chang, a Pimco portfolio manager in Hong Kong, is quoted: “An important factor to watch is whether a phase four fiscal stimulus package will be passed…
The Different Shades of Active Management
…those factors results in some deviation from a true market portfolio. The size requirement eliminates about 15%-20% of total US market cap. The profitability requirement has kept firms like Tesla…
The Pros and Cons of Direct Indexing
…that turnover is used to harvest losses. When you start adding factors like value and momentum, though, things get more complicated. These factors require turnover to work. But that turnover…