By Justin Carbonneau (Twitter | LinkedIn | YouTube) — In a conversation between Jack Forehand and Matt Zeigler about factor investing within the realm of financial planning, an important insight emerged: while quantitative investing…
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A Quant and a Financial Planner Discuss Factor Investing
…and quantitative are not the same thing 19:59 – Focused vs. diversified factor investing 22:17 – Building multi-factor portfolios 24:26 – The two different methods to constructing multi-factor portfolios 27:29…
Narrative as an Investing Factor with Ben Hunt
…an investing factor with Epsilon Theory founder Ben Hunt. We talk about the life cycle of narratives, how they are measured, the types of investments they work best on and…
Does The 3-Factor Model Support Bogle’s Claims?
…article in Morningstar, John Rekenthaler tests those claims using factor models, which try to determine how much trends—i.e. factors—impact investments. Rekenthaler examined all U.S. diversified equity funds for two 5-year…
Market Rally Faces Crucial Earnings Test & Other Important Themes
…The major market leaders—Apple, Microsoft, Amazon, Nvidia, and Alphabet—are predicting the biggest earnings growth for U.S. companies in the second quarter. Inflation Factor. While there are signs that inflation is…
The Value Trap Conundrum – And Six Criteria to Help Deal With It
…investing works for two reasons (at least most people think so – some question the second). The first is that value is a risk factor. That means that value stocks…
Building a Six Factor Model Using Intangible Value with Kai Wu
…assets, how to measure them and turn them into a value factor, the benefits of intangible value to a multi-factor portfolio, and how he used it to construct a 6-factor…
Rebalancing At Momentum ETF Offers Clues To Beat Market
Late last month, the iShares MSCI USA Momentum Factor ETF, which offers maximum exposure to the momentum factor, was rebalanced, offering clues to market-beating strategies, contends Ryan Jackson, a Manager…
Buffett’s Japanese Bets Have Almost Tripled
…to investors—an attractive prospect that was probably a major factor in Buffett’s decision to put stakes down in the trading houses in the first place. Andrew McCagg of Nomura Asset…
Factor Investing for Retirement with DFA's Mathieu Pellerin
In this episode, we combine two of the topics we often cover on the podcast. We talk both retirement planning and factor investing with Dimensional Fund Advisors Senior Researcher Mathieu…