First, we observe that the current valuation dispersion in these factors (e.g., the discount of value stocks relative to their expensive peers, and the premium attached to high-momentum stocks) is ...

The UltraPro Short QQQ ETF has a poor track record of losses, but can be used strategically by long-term investors. SQQQ is a leveraged bet against the Nasdaq 100, providing three times the inverse ...

Investors have preferred growth stocks for some years, but value stocks have enjoyed a nice bump higher year-to-date. Is this mean reversion a simple bounce or will the first quarter of 2016 mark the ...

Discover how relative value funds use strategies like pairs trading to exploit mispricings, aiming to exceed benchmarks. Learn with examples and analysis on active fund management.

My December 2019 article, “Mean Reversion + Valuation = Opportunity,” cited cheap, out of favor assets including U.S. value and small caps, international, emerging markets, natural resources, MLPs and ...

Finding a truly exceptional asset manager is challenging, even for the most sophisticated investor. A clear and differentiated strategy, strong track record, history of great calls and willingness to ...

Forbes contributors publish independent expert analyses and insights. I show you how to save and invest. Traders work during the opening bell at the New York Stock Exchange (NYSE) on January 13, 2020 ...

There will always be cause for value investing but the valuations won’t snap back like they used to, according to Baillie Gifford’s James Budden. The last decade – and especially 2020 – have been ...

In 2016, the FDA approved 28 NTDs with aggregate projected peak annual sales of US$35 billion — about half the number and value of 2014 and 2015 approvals (Fig. 1). This was still well above the nadir ...