As passive investing continues to gain popularity, concerns have materialized about some unintended consequences, according to a recent article inMorningstar. The article outlines an interview with Morningstar’s director of passive…
Tag: Alex Bryan
Morningstar: The Importance of Investing Abroad
In a recent interview, Morningstar’s Alex Bryan, director of passive strategies research in North America, offered insights regarding how investors might approach foreign exposure in their portfolios. Here are some…
Investing Insights Regarding Smart Beta Strategies
At this month’s 2017 Morningstar ETF Conference, Alex Bryan interviewed Chris Brightman, the chief investment officer of Research Affiliates, to discuss concerns regarding smart beta products. Here are some highlights:…
Value Indexing: Don’t Chase Performance
In a recent interview conducted by Alex Bryan of Morningstar, Research Affiliates’ John West, head of client strategies, discussed a different approach to value investing in which holdings are weighted…
Interest Rate Sensitivity and Low-Vol Investing
Interest rates have a significant impact on security prices, according to an article by Morningstar’s Alex Bryan, CFA, the firm’s Director of Passive Strategies Research, North America. Bryan writes that,…
Valuations Matter in Factor Strategies
It’s a familiar investment conundrum: when a strategy outperforms and more investors pile in, it can get more expensive and therefore be less likely to outperform going forward. This is…
Growth and Performance in Emerging Markets
Although it seems counterintuitive, evidence suggests that there is a negative correlation between economic growth (GDP) in emerging markets and stock market performance, says a recent Morningstar article. Alex Bryan,…
Adding Momentum to Your Portfolio
The tendency of recent market performance to persist, an effect known as momentum, has been pervasive even though it is a “blatant violation” of what you would expect in an…