Equity risk premiums are back in focus as interest rates and Treasury yields rise. What does this mean for equity markets? Jeremy Schwartz and Brian Manby discuss why investors should consider stocks for the long run.
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This year started on a strong note with global equity markets gaining 8.9%. Pierre Debru reviews how equity factors behaved in the first quarter of 2024 and how investors’ portfolios were impacted as a result.
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Growth investing has performed strongly within U.S. equities for over a decade, however, last month the markets saw a distinct shift and the performance of value-oriented strategies accelerated. Christopher Gannatti demonstrates this shift by comparing some value funds to a few growth strategies.
South Korea is a peculiar country for asset allocators. Jeff Weniger discusses the potential impact of corporate governance reforms on the country’s stock market and emerging markets funds.
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In the complex world of global investing, currency risk plays a significant role. Liqian Ren makes the case for dynamic currency hedging and highlights our suite of ETFs in this space.
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Market concentration and high valuations of the S&P 500 are major challenges for asset allocators. Matt Wagner outlines how our U.S. Multifactor Fund can help investors overcome these challenges with a diversified factor approach that combines value, quality, momentum and low correlation.
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