After two quarters of strong equity performance, markets paused and reversed in the third quarter of the year. Pierre Debru reviews how equity factors behaved in this quarter and how this may have impacted investors’ portfolios.
Read the article
After a dismal 2022, equity markets have rebounded quite strongly in 2023. Meanwhile, the over-concentration of market cap-weighted stock indexes has been a persistent issue in the last few years. Pierre Debru outlines how investors can increase diversification in the current market environment.
Read the article
Equity markets continued to rise in the second quarter of the year. Pierre Debru sheds some light on how equity factors behaved in this complicated quarter, and how this may have impacted investors’ portfolios.
Read the article
Equity markets started 2023 as they closed 2022, with positive performance across regions. However, it was anything but plain sailing for investors as tighter monetary policies started to bite and the most vulnerable banks started to fall. Pierre Debru analyzes how equity factors behaved in this complicated first quarter and how this may have impacted investors’ portfolios.
Read the article
Building a house on weak foundations is a recipe for disaster, which is also true for equity portfolios. Pierre Debru outlines four characteristics investors should look for in assets when building a core portfolio.
Read the article
"Value or growth?" has been a hot topic for many market commentators when it comes to equity markets. Pierre Debru and Christopher Gannatti look past the value/growth debate and highlight the benefits of a quality dividend growth strategy.
Read the article
