Industry Shifts Reshaping South Korea
Has The Negative EPS Cycle Turned a Corner?
What Explains The Recon Cap Gap?
Has The PE Recovery Gone Too Far, Too Fast?
Never Waste a Crisis: Sustainable Strategies after COVID-19
As the market turmoil caused by the COVID-19 pandemic necessitates institutional investors to review their asset allocations and mandates over the coming months, we expect them to embrace invention, in the form of climate and sustainability-tilted smart beta strategies, or what we refer to as Smart Sustainability.
ESG Shines Brightest Among Alternatives in April
Is the April PE Rebound Running on Fumes?
Will Equities Become the Next QE Asset Class The Fed Buys?
Valuations Have Fallen Sharply, but Buyers Beware
Insights into the State of Global Equity Markets
Bond Markets Start to Look Beyond the Apocalypse
The Benefits of Staying Focused
Factor-based investment approaches are rapidly gaining in popularity in multiple markets thanks to their ability to deliver positive long-term risk-adjusted returns.
Risk and Opportunity on the Horizon for US Small Cap Investors
While the 2020 picture looks promising for US small-cap equities, according to market experts at FTSE Russell and Cboe, a number of risks still lurk on the horizon for investors.
Virus Outbreak Brings Double-Dip Risks to The Fore
Monsters, Mud and Misunderstanding
At the Inside ETFs industry confab in late January, David Nadig of #ETFTrends led a lightning round of 10 questions in 20 minutes for FTSE Russell executives Jayni Kosoff and Rolf Agather.
Taking Stock of UK Equity Performance as Britain Leaves The EU
2019 Was a Breakthrough Year for ESG Investors
Record assets flowed into ETFs that provide exposure to stocks based on ESG considerations in 2019, reflecting a growing desire on the part of investors to add sustainability considerations to their investment portfolio.
The Recession That Never Was…
2019 Factor Recap: Quality Bias Defies Q4 Risk Rally
The Decade in Seven Charts
EU Taxonomy Shines A Bright Light on Green Claims
As ESG issues have risen up the investment agenda, so too have the number of green claims made by investment managers, sometimes on the basis of questionable assumptions or limited data. Now, with agreement by EU institutions on the long-awaited EU Green Taxonomy, those claims will have to be firmly grounded in evidence.
China A50: Is Big Still Beautiful?
Is Style Out of Style in The Factor Era?
US Equity Markets – A Focus on Size and Style
Growth In ESG Begs The Question of Implementation
A significant level of assets have flowed into sustainable investment in recent years, to the tune of $30.7 trillion globally in the five major markets at the start of 2018—a 34% increase in two years—according to The Global Sustainable Investing Alliance’s most recent trends report.