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Search Results for: factor

Kaissar: The Empire Trap and How Amazon and Other Tech Giants Buck It

June 17, 2021

…too soon to tell. Kaissar also suggests a “better, if wonkier, explanation: Much of the research on capital investment and subsequent stock performance hinges on what’s called the investment factor,…

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A Deep Dive into Factor Investing and the Future Potential of China with Rayliant's Jason Hsu

June 14, 2021

…the major investing factors. We also discuss why he sees significant future potential in the Chinese market and the innovative approach he is taking to apply factor investing there. We…

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ETFs Inspired by Quants Beating the S&P 500

May 21, 2021

Investors optimistic about the post-pandemic world are channeling cash into “riskier companies acutely sensitive to the economic cycle—led by the famed resurgence in the value factor,” according to a recent…

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Strategy Focus: Low Volatility Investing and the Conservative Formula

May 10, 2021

The success of of the low volatility factor can be challenging to explain. Investing theory teaches us that to get an additional return, we need to take additional risk and…

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Some Thoughts on Low Volatility Investing

April 28, 2021

…to take a look at the factor and some of the key lessons that I think investors should know about it. Why Does Low Volatility Work? Factors typically work for…

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Greenblatt and Pzena on Active Management in 2021

April 26, 2021

…be a value investor. Here are some highlights from their comments: As to whether value investing is dead, Pzena rebutted, “Value is not low price-to-book. That’s a factor. Value is…

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Does the Weather Forecast Affect Analyst Ratings?

April 9, 2021

…parole requests just before lunch.” The study authors chose the factor of air quality for the following reasons: Site visits by analysts must be disclosed and therefore can be tracked…

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Where to Find the Next Leg of Gains if Value Starts Slowing Down

April 6, 2021

…Invesco’s head of factor and equity product strategy Nick Kalivas, who adds that is typically the time for high-quality stocks–those with strong balance sheets and organic earnings growth—to perform well….

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The Changing Nature of Momentum

March 31, 2021

By Jack Forehand (@practicalquant) — Investors sometimes want to pigeonhole investing factors. We want to look at a factor and associate a certain type of company with it. Doing so…

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Rafael Resendes On Intrinsic Value, Economic Margin and How Some Value Models Have Lost Their Way (EP. 78)

March 25, 2021

…profit and the framework his firm uses to calculate intrinsic value; The case against the investment factor; The five factor model he built to address deficiencies in popular academic models…

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