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FACTOR INVESTING News & Analysis

Moneyball the way you invest to achieve your goals
Personal Finance
Moneyball the way you invest to achieve your goals
It has been more than 20 years since Michael Lewis wrote Moneyball. Are there lessons we can take from the book to become better investors?
Mark LaMonica, CFA | 21 May 2024
Best investments to own during a recession
Personal Finance
Best investments to own during a recession
When the economy slows, some assets are safer than others.
Amy C. Arnott | 26 September 2023
Value, growth and blend: Understanding investment styles
Personal Finance
Value, growth and blend: Understanding investment styles
It’s important to know the difference between ‘value’, and ‘growth’ – and in the case of funds,...
Marco Caprotti | 18 October 2021
Using factors to protect against inflation
Stocks
Using factors to protect against inflation
There are numerous tactics for trying to protect your hard-earned assets from inflationary pressures. Equity factor-based investing is one of...
Nicki Bourlioufas | 27 July 2021
You needn't hold your stock winners
Stocks
You needn't hold your stock winners
The math doesn't support the argument, writes Morningstar's John Rekenthaler.
John Rekenthaler | 07 May 2021
Best funds for a value comeback
Funds
Best funds for a value comeback
Value investing has enjoyed a resurgence so far this year. We look at the funds poised to benefit.
Holly Black | 05 May 2021
Is value investing back for good?
Stocks
Is value investing back for good?
September brought relief to long-suffering value fund managers and their investors. But is that comeback here to stay?
Susan Dziubinski | 26 March 2021
'Quality' ETFs under the microscope
ETFs
'Quality' ETFs under the microscope
Interest in the quality factor has been a recurring theme among the more popular factor ETFs, helped along by some very attractive returns.
Zunjar Sanzgiri | 26 November 2020