Viewpoints about Multifactor Investing
-
2021 market outlook: a brighter future, but clouds remain
There is reason both for optimism and concern heading into 2021. Vaccinations should help propel the economy, but there may be delays in getting them to the public. With yields low and momentum stocks soaring, a balanced portfolio may prepare investors for a wide variety of possible outcomes.
Read more
-
What to know before investing in smart beta ETFs
Smart beta ETFs are designed to combine the transparency and lower costs of passive investing with the potential outperformance of active management.
Read more
-
How the COVID-19 pandemic is changing sector ETF investing
Sector dispersion during the COVID-19 pandemic is creating some of the biggest opportunities and risks for ETF investors.
Read more
-
Multifactor ETFs: focus on portfolio construction, not factor timing
We believe multifactor ETFs are best used as strategic portfolio construction tools for long-term investors.
Read more
-
Discipline in volatile markets is key for multifactor ETF investors
For investors in multifactor ETFs, we believe it’s important to maintain a long-term and consistent focus in volatile markets.
Read more
-
An ETF investing checklist for volatile markets
ETF investors can better navigate volatile markets by keeping a few basic principles in mind, including resisting the urge to panic-sell.
Read more
-
As ETFs continue to grow, know what you own
When it comes to exchange-traded funds, it’s always a good idea to know what you own. Here are the basic types of ETFs investors can choose from.
Read more
-
Understanding the performance of small-cap stocks
Do small caps offer a reliable premium over large caps? Lukas Smart of Dimensional Fund Advisors takes a closer look at small-cap returns since the 1920s.
Read more
-
A multifactor ETF approach to sector investing
A multifactor ETF approach for sectors may make sense for long holding periods and for investors who want to avoid overconcentration in individual stocks.
Read more
-
What do ETF investors really get with equal-weight investing strategies?
Equal-weight investing strategies for investing in stocks are often promoted as “smart beta” and a way to diversify, but is that really the case?
Read more