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Trends in factor investing in the 20th and 21st centuries
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. -
The Next Factor Revolution: Fixed Income Factor ETFs
Fixed Income Factor ETFs can enable investors to target well-established sources of return in an in a low-cost, transparent ETF. -
Factors and That ‘70s Show
There’s talk of recession. Inflation remains high. If a stagflation—high inflation and low growth—is on the way, which factors do you want to have exposure to? -
A Mid-Year Factor Focus
With higher inflation, rising interest rates, and worsening economic conditions, investors can use iShares Minimum Volatility and Value Factor ETFs to help capture potential upside and mitigate downside risk while maintaining their allocation to equi... -
The Next Evolution of Multifactor Investing
With innovative factor research and changing client demands, using a multifactor ETF at the core of a portfolio can help provide investors access to 5 distinct historical drivers of returns. -
Factoring in Sustainability: A Worthy Pair
We believe, pairing the minimum volatility factor and ESG can potentially deliver lower risk, better ESG scores, and lower carbon emissions -
Performing a (semi) annual checkup on markets with momentum
A transparent and rules-based approach to momentum can provide valuable insight into healthy market trends -
The Next Frontier: Factor Investing in Fixed Income
Advances in data and technology now provide index exposures to the same drivers of returns that active bond managers have been targeting for decades. -
Mix and the Remix: Factors and Indexing
Advances in data and technology now provide index exposures to the same drivers of returns that active managers have been targeting for decades. -
Turning the Lights Back on With Value and Quality
As we approach a mid-cycle environment, a barbell strategy, striking a balance between value and quality may offer investors greater resilience. -
Keeping Track of Markets with Momentum
Momentum is more than just a potential return enhancer and diversifier to value. It provides timely market insights into what has been trending in markets. -
Minimum volatility we’ve been here before
Risk on rallies can raise questions about the utility of Minimum Volatility strategies. In this Angle, recent performance is viewed in historical context. -
Factors: A New Way
Three ways we envision refining the measurement and implementation of factors in 2021 and beyond. -
Growth is not the opposite of value
Growth doesn’t necessarily mean anti-value. Growth-oriented factors like momentum and quality help distinguish good growth from bad. Discover how.