This content is from: Portfolio This Is Why Passive Strategies Don’t Work for Value Investors Last month, value stocks either beat or lagged growth equities — depending on the index. By Hannah Zhang February 09, 2023
This content is from: Portfolio Here’s Proof That ESG Can Improve Returns — If It’s Done Right According to a new study from MIT, investors can combine different ESG rating systems to mitigate the noise of each individual ESG index provider. By Hannah Zhang March 14, 2023
This content is from: Corner Office This Hedge Fund Lost Big Last Year — But That Didn’t Scare Investors Away Strategy Capital, a tech-focused hedge fund, is a reminder that one year of performance doesn’t make or break a manager. By Michael Thrasher March 24, 2023
This content is from: Portfolio As Active Funds Struggle to Outperform, Fee Declines Get Worse Managers of U.S. large value stocks beat benchmarks by the widest margin in 2022, while U.S. fixed-income managers barely stayed ahead of indexes, according to Investment Metrics. By Hannah Zhang March 06, 2023
This content is from: Portfolio This Factor Made a Roaring Comeback in 2023 Volatile stocks beat value and growth equities in both January and February, according to Investment Metrics. By Hannah Zhang March 20, 2023
This content is from: Corner Office This New Bond Leader Doesn’t Have a King Actively managed bond funds at Capital Group, a huge but intentionally faceless manager, have attracted $100 billion over five years, twice the total of peers. By Michael Thrasher March 16, 2023
