…believe the price-to-book ratio metric that FTSE Russell uses is no longer relevant because it doesn’t factor in intangible assets, and point to Meta as an example of the discrepancy….
Search Results for: factor
Why Certain Strategies Struggle As Value Stocks Soar
…particularly in the tech sector. Value stocks are also being dragged down by a failure to factor in the effect that the low interest rate era had on the stock…
Behavioral Bias Lessons
…records of solid balance sheets that were bound to recover, such as cruise lines. Several factors held investors back, the article maintains, such as the tendency to focus too much…
The Awkward Truth: Fossil Fuels Lead The Market
…a more sustainable energy solutions. The CEO of Engine No. 1, Jennifer Grancio, told The Times that “a company that does not factor in the costs of dealing…with climate change…
Six Charts to Help Understand Stock Valuations in the Wake of This Year’s Decline
…in technology, low taxes, low interest rates and other factors. Whether you expect those high record margins to continue would be the key to deciding which of these charts is…
ESG Confusion
…about which actions are valuable. Companies are then less likely to strengthen their ESG performance and are more likely to under-invest in ESG. The markets may not factor ESG performance…
Harnessing Empirical Finance in Long-Term Investing Strategies with Dimensional’s Savina Rizova
…of Barron’s 100 most influential women in finance. We also take a deep dive into factor investing and how Dimensional views the major factors including value, momentum, profitability and investment,…
Fidelity Shares 6 Habits Of Investors Who Have Success In The Markets
…after-tax returns. And while taxes shouldn’t be the deciding factor for your investment decisions, the article suggests putting the least tax-efficient investments you have, such as taxable bonds, in accounts…
The Importance of Intangible Assets
By Jack Forehand, CFA, CFP® (@practicalquant) — I started out my career as a Price/Book guy. It certainly wasn’t the only value factor I used, but I would defend it when it came…
The S&P 500 Passed Stock-Pickers By in 2021
…Indices,” the article maintains, but this year has brought corrections to the major U.S. stock indexes, and declines of 10% or more from last year’s highs. Factor in inflation, tightening…