Passive and other tracking investments
In the popular 90s video game Tomb Raider, Angelina Jolie’s alias Lara Croft traversed the world, opening chests and crypts and looking for different but complementary treasures. Multi-factor investing isn’t wildly different, but all that glitters is not gold…
The technology sector will no doubt continue to face challenges as the world adjusts to the disruption it is causing. But the sheer potency and variety of its investment themes means we believe the outlook remains decidedly rosy.
The falls in the share prices of several high profile technology stocks certainly caught the attention of momentum investors in the fourth quarter of 2018. But how should we view this in the context of history? And what would the late, great, Notorious B.I.G. have to say about it all?
We take a look at what makes the fastest factor tick...
Equities tend to rally into year end, and particularly in years with US midterm elections. While this could easily be a statistical fluke, the Asset Allocation team sees fundamental reasons to buy stocks at this point and is now moving positive on the asset class on a tactical basis.
We debunk some factor based fantasies and look at a factor based fact.
Fears abound that market cap-weighted index investors are overly exposed to technology companies. But is this really true?