RECENT US Equity ETFs RESEARCH
Last week, U.S. equity market volatility, as measured by the VIX Index, hit 10.34, the lowest level since early 2007 and roughly half the long-term average.
Today, I’ll outline for you a simple framework that you can apply in any market scenario to understand what’s going on and decide whether to hold on for the ride or sit on the sidelines.
Since March, value is coming back with a vengeance in large, mid, and small cap stocks, with value outperforming growth by approximately 5.25%, 5.0%, and 4.25%, respectively.
Unlike large caps, mid caps see value outperforming growth post crisis This series considers mid cap value versus growth shares and the implications for equity investors. While value tends to outperform…
Growth prevails in the short run, value in the long run This series examines the risks of maintaining large cap growth exposure (sticking with the current winner) versus large cap…
This article considers overall exposure to major indices, and later considers whether an investor might prefer to allocate more or less to value versus growth shares, and to large versus small companies.
In this series, I’ll go through the points Bridgewater makes in its memo in order to dig into the areas where we appear to have differing interpretations.
Macroeconomic analysis should be forward-looking, but trying to anticipate policy changes based on the Fed’s projections has been a losing strategy.
As automobile demand has recovered much faster in the US than in the EU, palladium demand has surged, outstripping supply in 2012 and likely again in 2013.
Economies that are doing poorly can have and often do have equity markets that outperform those of countries with better current fundamentals.
It made sense to hold gold when real interest rates were negative, but it doesn’t make sense when equities around the world are roaring and rates are rising.
This articles assesses the US income tax situation from the IRS tax data of 2010 and sets the scene for a debate on “fair share” tax payments.
President Obama nominated Janet Yellen to lead the Federal Reserve and FOMC (Federal Open Market Committee).
Last month, the committee decided not to taper asset purchases, so this month investors get to read the internal debates that led to that decision.
On July 10, 2013, the SEC voted 4–1 to lift a decade-old ban that prevents hedge funds and private equity firms from marketing their investments to the general public.
Sam Madden, CFA, founder, and CEO of Interactive Buyside, sheds light on whether consumer de-leveraging is a myth.
Sam Madden, CFA, founder, and CEO of Interactive Buyside, analyzes the US unemployment picture on the eve of elections in September 2012.
Factor investing is a passive quantitative strategy that involves investing in certain “factors” that tend to outperform over long periods of time. The three most popular factors are momentum, size…
With an economy that’s now approximately 33% larger than Japan’s, China’s reliance on trade for growth has become a larger issue.