Industry Insights

The Momentum Ball Remains in Growth’s Court

Has the outperformance of Growth been solely the result of strong performance of tech stocks? We think not. While Growth became riskier than value, relative risk remains below peak levels.

Posted 11.28.17 Melissa R. Brown, CFA

The Systematic Asset Allocation Lego blocks

We’ve all heard them before – ‘Smart Beta,’ ‘Risk Premia,’ ‘Strategic Beta,’ ‘Factor Investing,’ ‘Thematic Strategies’ – words that now seem to headline many investment discussions, industry commentary and panel presentations.

Posted 07.20.17 Alessandro Michelini

Beware of taking labels at face value

Although many exchange-traded funds (ETFs) have similar names, they are unlikely to deliver similar returns.

Posted 05.16.17 Sebastian Ceria

Are low volatility readings capturing a sense of calm or foreboding?

Last Friday, the Vix – often referred to as the “fear gauge” – declined 6.6% in a single day to close the week at 10.1.

Posted 05.04.17 Olivier d'Assier