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…
Liza StewartApril 12, 2021
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,…
Liza StewartFebruary 10, 2021
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…
Liza StewartJanuary 10, 2021
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!…
Liza StewartDecember 8, 2020
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…
Liza StewartNovember 9, 2020
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…
Liza StewartOctober 9, 2020
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…
Liza StewartSeptember 11, 2020
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…
damian handzyAugust 10, 2020
How closely did we follow the recovery playbook? In Q2 2020, some factors did exactly what you'd expect them to do in a recovery, and some factors did exactly the…
Liza StewartJuly 8, 2020
