R.I.P. Book Value?
If you’re familiar with factor investing, you’re likely aware that value investing, particularly in the U.S. [...]
If you’re familiar with factor investing, you’re likely aware that value investing, particularly in the U.S. [...]
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.
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.
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.
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.
Jared Kizer looks at five reasons why you should remain committed to a globally diversified approach.
Jared Kizer looks to identify why TIPS returns have been highly correlated with the credit risk premium.
On paper, there is abundant evidence that various return premia have been larger in small-cap stocks [...]
Contributing to the literature: Jared Kizer and Sean Grover chat about the publication of their new journal article:
Britain is leaving the EU. Now what? Jared Kizer on what the Brexit vote means for the markets and your portfolio.