Factor Investing
How can investors adapt to a low-for-long rate environment? Antti Ilmanen proposed several potential strategies.
Can we create a simple and clean equity portfolio by separating alpha from beta?
The last 18 months have not been kind to factor investors, and multi-factor products — with an almost 20% decline — have provided little relief.
How do traditional and non-traditional indexing compare in the US stock market?
While most of us may enjoy rooting for the Davids, we're probably better off betting on the Goliaths. Nicolas Rabener explains.
Investment management is evolving into three distinct branches, says Ronald N. Kahn: indexing, smart beta/factor investing, and pure alpha.
From a factor perspective, what has driven Berkshire Hathaway's outperformance?
Smart beta has an especially strong reality distortion field, says Nicolas Rabener.
The notion that companies that care about the environment, look after their employees, and exhibit good governance outperform is likely a mirage, says Nicolas Rabener.
Can Joel Greenblatt’s well-known Magic Formula help address Mr. Market's split personality?