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Re-rotation to Quality and Growth While some thought that Value stocks would continue their rally through the end of the year, April proved them wrong. But was April’s rotation to…

Good Things Come to Those Who Wait: Value Dominates Every Region We thought Value’s comeback in January and February was strong, but March showed them both just how much more dominant…

Value Roars Back to Life Globally People have been talking about Value’s comeback for several years, and February 2021 saw that rotation in full swing, all around the world. In…

Worldwide equity factors turn about-face from 2020 Factors continued their rotation away from Growth and Quality and toward Small Caps and High Volatility stocks in most regions. In this report,…

Did Value and Small Caps continue their surprise turnaround, or did Growth stage a comeback? What's in store for 2021? In this report, you'll read about: How Factors Performed in Q4…

We forecasted in our October analysis that regardless of who wins the US Election, we were likely to see a global factor rotation to Value. In November, they did just that!…

As we concluded in a recent blog post, stimulatory policies by newly elected Presidents lead to rising markets and outperformance over the subsequent half year by Value, Small Cap and High…

Did Factors Continue their Recent Trends? September had a major reversal of factor performance, but was it enough to undo previous months' returns? In this report, you'll read about: How…

Major Factor Shifts in August Factors finally shifted away from their recent trends in August: US factors maintained their historic pattern (no meaningful shifts); Europe had shifts away from its…

Which Factors changed course in July? Was July a continuation of the global Q2 factor rallies, or were there significant factor rotations? In this monthly report, you'll read about: Factor…