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Search Results for: factor

New Link Between Stocks and Bonds reflects Change in Market

December 30, 2019

…“Japanification” of the U.S. economy might be gravitating toward the safety of long-term bonds and forcing yields down. The increased use of factor investing might be accentuating the link between…

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Excess Returns, Episode 3: Six Common Misconceptions About Factor-Based Strategies

December 24, 2019

…links off to articles and sources discussed during the podcast: Jack’s article: Six Common Misconceptions About Factor-Based Strategies Value Stocks and Struggles Probability of Factor Underperformance Importance to comparing to…

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When Warren Buffett Thanks You for “Client Alpha”

December 17, 2019

…It is probably more important than any other factor in enabling a manager to take a long-term time frame when the world is putting so much pressure on short-term results.”…

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A Loser’s Game for Active Managers

December 16, 2019

…on to bigger positions, active portfolios become exposed to the momentum factor—“the tendency for winners to keep winning and losers to keep losing.” While over time this has led to…

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Excess Returns, Episode 2: The Rising Bar for Active Management

December 16, 2019

The market has always been tough to beat, but the ability to investors to gain inexpensive exposure to factors like value and momentum has made the job of active managers…

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The Danger of Overscrutinizing Out of Favor Investment Metrics

December 11, 2019

By Jack Forehand (@practicalquant) —   No investing factor has been maligned more than the Price/Book in recent years. In a period where value in general has performed very poorly, the Price/Book…

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Dimensional Changes investment Process

December 5, 2019

…adding a new factor based on the behavior of companies with high levels of investment.” The firm’s head of research, Savina Rizova and co-author Namiko Saito published new research that…

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Prepare for Long Period of Low Returns

December 4, 2019

…as useful as currently thought.” Add factor tilts: AQR research points to evidence of style premia, “and not necessarily just for long-only equity portfolios. In fact, long-short multi-asset portfolios show…

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If You Think You're Diversified, Think Again

December 4, 2019

…sensitive to the bond market’s moves.” The lack of factor diversity is potentially harmful to investors, the article explains, because factor components tend to be fluid: “When multiple factors are…

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Five Questions: The Man Who Solved the Market with Gregory Zuckerman

December 4, 2019

…works. In factor investing, one of the first things you learn is that for a factor to work going forward, it should have some kind of economic basis or reason…

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