As we emerge from the pandemic shutdown in 2021, we believe investors should prepare for a more cyclical rebound with a better economic growth environment. Jeremy Schwartz provides a solution for investors seeking to gain more cyclical exposure in their portfolios.
Quantitative easing liquidity world average correlations have been dropping in the U.S., and we see similar patterns globally, especially in Europe and Japan. How should investors account for this when constructing their portfolios?
The third part of our four-part series addressing common misconceptions about ETFs and smart beta covers supposed data mining in smart beta.
In the first part of our series addressing common misconceptions about ETFs and smart beta, we discuss the supposed academic consensus that the only recourse for investors frustrated with active management is to turn to market capitalization-weighted index funds.