Pensions & Investments - June 9, 2021 by Sophie Baker The performance of different investment styles and factors diverged by region in May, having performed almost identically to each other…
Liza StewartJune 10, 2021
Global Divergence in Factor Performance Earlier this year markets around the world shared a nearly identical profile: Value up, Growth down. May turned that on its head, with each region…
Liza StewartJune 8, 2021
Why Vontobel relies on our Style Analytics solutions Situation Founded in 2012, the mtx franchise within the Vontobel Sustainable Equities division now manages over CHF13bn out of CHF53bn of total…
Liza StewartJune 3, 2021
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…
Liza StewartMay 10, 2021
Factor analysis is core to the manager approval process. We recently sat down with two of the biggest names in investment consulting and manager research, Aon’s Chris Riley and Morgan…
damian handzyApril 13, 2021
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
According to a recent research paper by renowned LA-based asset manager DoubleLine, there’s still plenty of value left in Value investing even after the rally of the past few months.…
damian handzyMarch 22, 2021
Last Thursday, we learned that International Value Advisors (IVA) was closing its doors and returning their investors’ money after 13 years of bellwether Value investing reputation through their Worldwide fund…
damian handzyMarch 15, 2021
