Can Inflation Take Root Without Money Velocity Increasing?
US Stocks Summertime Sizzle
Mind the US PE Gap—It’s Wider Than the Tech Bubble Peak
Why All That Glitters Is Gold
The Ripple Effects of the Falling US Dollar
Are US Stock Valuations Giving Investors Vertigo?
Sentiment Soars for EM Stocks, Sours for Rest of World
Sustainable Investing: The New Norm for Japan?
ECB Developing an Appetite for Green Bonds
In a recent interview Christine Lagarde, president of the European Central Bank, announced that they will begin to use the bank’s asset purchase scheme to pursue green objectives.
US Valuations Look Less Stretched Using a Wider Lens
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.