equities
“Most people tell me that long-run equity valuation data is meaningless," says Russell Napier. "I think they’re wrong.”
Kate Moore, chief equity strategist at BlackRock, thinks that the next six months should be a great opportunity for investment managers who can stay focused over the longer term.
Does factor investing in micro- and small-cap stocks in the United States offer any additional alpha?
The ascent of environmental, social, and governance (ESG) factors, plus Nicolas Rabener on mutual fund momentum chasing and liquid alternatives are among the leading posts from September.
Accelerated share repurchases (ASRs) account for a growing proportion of share buybacks. So what are they and how are they used? Ahmet C. Kurt, PhD, explains.
How does mutual fund momentum chasing play out in the US market?
Ever-increasing investments in intangible assets by firms are rendering old stock valuation models obsolete and demonstrate the need for new valuation frameworks. That's where the Franchise Quality Score comes in.
The recent sell-off in technology, especially among FAANG stocks, led to renewed comparisons of the tech sector today to that of the dot-com bubble era. But that might be a stretch, says Nicolas Rabener.
Is it time to start selling growth stocks and buying value stocks?
Why do professional investors talk about behavioral finance more than they apply its insights? How do single stocks influence factor returns? The leading Enterprising Investor posts from last month address these questions and more.