Rob Arnott on Inflation, Bubbles and the Future of Value Investing
This podcast discusses the implications of government stimulus, how to identify bubbles in advance and the future of value investing, among many other topics.
The Case for Beta
The Balance Between Edge and Conviction
Developing an edge in the stock market has always been a significant challenge. The collective wisdom of the market is typically correct, and that leads to very efficient asset pricing in most cases. For that reason, most investors who think they have an edge don’t really have one.
Large Cap Value: Today, Tomorrow, and Going Forward
This podcast features a conversation around why large cap value is really appealing in this environment and how our Special Global Equity Team is approaching investing in the space.
Finding Quality Value Stocks With Joseph Piotroski’s F Score Methodology
This week, we look at one of the quantitative strategies we follow that attempts to separate the winners from the losers within the value investing space.
Core Portfolios and Capital Efficiency
In this episode, Jeremy talks to Corey Hoffstein, Co-Founder and Chief Investment Officer at Newfound Research.
What Valuation Can Tell You About the Market – And What it Can’t
In this episode, we take an in depth look at the major ways to value the market, how they are calculated, and the different ways investors can use them.
DAX® Futures vs Mini-DAX® Futures
Exploring the World of SPACs
In this edition, Bob Gruendyke, Senior Portfolio Manager with the Heritage Growth Equity team at Wells Fargo Asset Management (WFAM), speaks about the recent phenomenon across the investing community of special purpose acquisition companies, otherwise known as SPACs.
Doomsday Indicator or Rare Opportunity
Some Thoughts on Low Volatility Investing
Depending on the data you look at, low volatility stocks either produce a similar return to the market with less risk or might even produce an excess return.
Academic Research Spotlight: Migration by Eugene Fama and Kenneth French
This week, we look at some interesting research that took a unique approach to explaining the value and size premiums. We examine the paper “Migration” by Eugene Fama and Kenneth French.
The Challenges of Avoiding Value Traps – And Some Criteria That Might Help
This article looks at some of the ways Validea has found that can be helpful in trying to avoid value traps.
The Changing Nature of Momentum
Momentum is an entirely different animal than value. Investors tend to associate momentum with growth stocks.
Rafael Resendes On Intrinsic Value, Economic Margin and How Some Value Models Have Lost Their Way
In this episode, we wanted to counteract that bias and look at the other side of the coin. We are joined by Applied Finance founder Rafael Resendes, who has been a vocal critic of traditional approaches to value.
Webinar – CME Group – An Introduction to Soy-Complex & Corn Trading – An Agri Trader’s Perspective
Embrace Tomorrow: Balancing Innovation with Scientific Learning
This episode features a conversation about scientific learning and how innovative technologies can supplement time-tested and proven investment processes. Today, Randy Mangelsen, Co-Head of the Investment Analytics team at Wells Fargo Asset Management (WFAM), joins the program to discuss this topic
A Quick Tax Guide for Stock Gains
2020, for all of its chaos and upheaval, ended up being a fantastic year for many investors, and particularly first-time investors. But now that we’ve entered tax season, a great many of them are finding that they have to pay taxes on the wild gains from their stocks.
How To Prepare For The First Bear Market of Your Trading Career
Here are eight tips for investors looking to make sure they are prepared to navigate their first full-length bear market, whenever it arrives.
Speculating vs. Investing
Some Practical Ways to Look at Blending Factors
This post discusses some basic principles that they think can possibly achieve success when building multi-factor models.