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FACTOR INVESTING News & Analysis
Personal Finance
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 | 05 November 2024
Personal Finance
When the economy slows, some assets are safer than others.
Amy C. Arnott | 26 September 2023
Personal Finance
It’s important to know the difference between ‘value’, and ‘growth’ – and in the case of funds,...
Marco Caprotti | 18 October 2021
Stocks
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
Stocks
The math doesn't support the argument, writes Morningstar's John Rekenthaler.
John Rekenthaler | 07 May 2021
Funds
Value investing has enjoyed a resurgence so far this year. We look at the funds poised to benefit.
Holly Black | 05 May 2021
Stocks
September brought relief to long-suffering value fund managers and their investors. But is that comeback here to stay?
Susan Dziubinski | 26 March 2021
ETFs
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