Passive and other tracking investments
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?
Should investors be worried about overcrowding and capacity in factors, and are these terms interchangeable?
Index management is about much more than benchmark replication. Clients aware of this fact are quickly shifting the way they evaluate funds in search of something that exceeds traditional expectations.
After a five-year bear market, commodities are showing signs of recovery with record inflows. What has driven this recent strong performance?