Timely insights on factor investing from BlackRock’s experts

A Q&A with Michael Lane, Head of US Wealth Advisory iShares, on factor trends and new research.

Optimism for economic growth has reignited investor enthusiasm for value and smaller cap companies.

Three ways we envision refining the measurement and implementation of factors in 2021 and beyond.

Position your portfolio for long term success by aiming to enhance returns, reduce costs and manage taxes.

Many questions have been raised about the momentum factor since it’s academic unveiling in the early 1990s. In this Angle, we unpack fact and fiction about momentum.

Factor premiums have varied over US presidential cycles. How might your vote influence your portfolio?

Although value is experiencing its worst drawdown in nearly 100 years, we believe this underperformance is mostly cyclical. Learn how diversifying factor exposures can help investors await on the sleeping giant.

It’s been more than ten years since the US economy entered a recession. Now that it’s here, factors can help navigate these difficult times.

If you’re a factor investor, you may already hold an ESG-friendly portfolio. But investors can go one step further.

Unprecedented market volatility has rattled markets. What should investors expect from factor portfolios?

Factor investing has grown in popularity. How large can factor strategies get before their size weighs on returns?

Equally timeless as factor investing are those attempting to predict its demise. The efficacy of factors has been proven over decades, yet the skeptics remain.

Minimum volatility does not always mean minimum returns. The market’s been on a tear in 2019, and min vol has kept pace. How?

Go beyond asset allocation to factor allocation. Discover what factors you own, plan what factors you want, and map out how to get there.

Here’s what investors consider when deciding whether to invest in long-only or long-short factor strategies, including relative and absolute return goals.

Are factors getting too popular? What is the capacity of factor investing strategies?

Factor investing timing, like market timing, is difficult to accomplish. But judicious factor investment tilting can improve return potential.