R.I.P. Book Value?
If you’re familiar with factor investing, you’re likely aware that value investing, particularly in the U.S. [...]
When Value Performs Poorly
For investors who have experienced these poor recent results, a natural question is how value stocks have tended to perform relative to growth after periods of poor performance.
The S&P 500 Goes Supernova
It’s hard to imagine how the S&P 500’s excess returns could be anywhere near as high over the next decade as they have been recently.
Credit Premium: Fact(or) Fiction
Are corporate bonds additive to portfolios that already own stocks and government bonds? Jared Kizer revisits this question with a look at the historical justification for, and some facts and fiction regarding, the investment-grade credit premium.
Re-Examining Emerging Markets Equity
In this post, we’ll look specifically at emerging markets by examining five lessons from long-run and current market data that reinforce some of the reasons investors should remain committed to emerging markets equity investing.
Maintaining a Globally Diversified Portfolio
Jared Kizer looks at five reasons why you should remain committed to a globally diversified approach.
The Curious Behavior of TIPS
Jared Kizer looks to identify why TIPS returns have been highly correlated with the credit risk premium.
Is Company Size Irrelevant?
On paper, there is abundant evidence that various return premia have been larger in small-cap stocks [...]
Contributing to the Literature: A Q&A With Jared Kizer and Sean Grover
Contributing to the literature: Jared Kizer and Sean Grover chat about the publication of their new journal article:
What You Need to Know About Brexit
Britain is leaving the EU. Now what? Jared Kizer on what the Brexit vote means for the markets and your portfolio.