Tag Archives: style investing
Why What’s Inside the Style Box Matters
Take a closer look at the style spectrum with S&P DJI’s Garrett Glawe and explore how index construction influences risk/return.
- Categories Equities
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- Equities
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Riding the Value Wave
U.S. equity markets seemed to undergo a fundamental change of direction in September of last year. Exhibit 1 illustrates the shift; our growth indices, which had outperformed value handily through the end of August, have lagged ever since. The spreads between growth and value are even greater when we compute them using our Pure Growth…
- Categories Equities, S&P 500 & DJIA
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- Categories
- Equities, S&P 500 & DJIA
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Pure Style Eliminates the Muddle in the Middle
Financial advisors who implement style investing seek to outperform the blended benchmark whenever they believe that market conditions will favor either a growth or a value approach. Their view could be influenced by research, fundamental factors, or technicals. To implement such a view does not require 100% conviction in either growth or value. In fact,…
- Categories Equities, Factors, S&P 500 & DJIA
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- Equities, Factors, S&P 500 & DJIA
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