Revenue weighting can bring valuations in line while maintaining above-market growth characteristics.
A divergence in typically defensive factors may stymie investors seeking a refuge from volatility.
Currency moves reflect global risk appetite and impact equity market factor performance.
Reggie Browne visited OFI Global to discuss the road ahead for ETFs.
Defensive factors, like quality and low volatility, tend to outperform when the VIX is rising.
Revenue weighting can offer benefits regardless of whether tax reform changes market leadership.
Pro-cyclical factors, like Value and Size, tend to outperform when rates are rising.
Why factor-based portfolios are the chopped salad of the investing world.
Analyzing fundamental characteristics can help investors gauge what may be in favor.