A divergence in typically defensive factors may stymie investors seeking a refuge from volatility.
Sustainable investing is a growing but highly nuanced space that requires close analysis.
Weakening global risk appetite may favor the quality and low volatility factors.
U.S.-listed ETFs had outflows again in March, but still posted positive inflows for Q1.
Income-generating investments have become expensive, but there is a value-conscious way to pursue yield.
Currency moves reflect global risk appetite and impact equity market factor performance.
An overview of Smart Beta’s history, potential benefits, and role in investors’ portfolios.
Cape Town’s water crisis can help advisors open client discussions about sustainable investments.
We remain in an expansion regime, with a tilt toward size, value, and momentum factors.