Factor investing insights

Sharing insights from our nearly decade-long experience of timing factors, we make the case that factors are cyclical and can be sensibly timed.

Factors are cyclical. Individual factors may experience periods of underperformance. A time-varying approach to factors may supersede factor investing alone.

Investors that are willing to endure periods of cyclical underperformance for the momentum factor may be able to effectively capture the long-term premium with momentum ETFs.

Factors tend to favor breadth over concentration. Narrow leadership by the Magnificent Seven has been a challenge for factors; however, taking a long-term view may help remind investors the benefits of staying invested in these long-run drivers of re...

It’s not factors versus sectors. It’s factors and sectors. Factors can help investors better understand their portfolios.

Factor investing has evolved significantly over the 20th and 20th centuries. In this Angle, Andrew Ang investigates some of the key long and short-term trends.