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Factors
Factor Dashboard: July 2018

In June, weakening global risk appetite favored the quality and low volatility factors.

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By
David Mazza
&
Sam O'Connell
| July 11, 2018
Revenue Weighting
Going for Growth Without Ignoring Value

Revenue weighting can bring valuations in line while maintaining above-market growth characteristics.

Bw going for growth without ignoring value 620x349
By
David Mazza
| May 17, 2018
Factors
Playing Defense Through Factor Diversification

A divergence in typically defensive factors may stymie investors seeking a refuge from volatility.

Bw playing defense through factor diversification 620x349
By
David Mazza
&
Sam O'Connell
| April 25, 2018
Factors
How Factors Respond to U.S. Dollar Moves

Currency moves reflect global risk appetite and impact equity market factor performance.

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By
David Mazza
&
Sam O'Connell
| March 26, 2018
Smart Beta
What Could Disrupt ETFs? “Mr. ETF” Explains

Reggie Browne visited OFI Global to discuss the road ahead for ETFs.

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By
Sharon French
| March 07, 2018
Factors
How to Position for Volatility Using Factors

Defensive factors, like quality and low volatility, tend to outperform when the VIX is rising.

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By
David Mazza
| February 06, 2018
Smart Beta
How Tax Reform May Impact Markets and Revenue Weighting

Revenue weighting can offer benefits regardless of whether tax reform changes market leadership.

Bw how tax reform may impact markets and revenue weighting 620x349
By
David Mazza
| January 29, 2018
Smart Beta
A Historical Analysis of Rising Rates and Factor Strategies

Pro-cyclical factors, like Value and Size, tend to outperform when rates are rising.

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By
David Mazza
| December 19, 2017
Factors
Back in the Factor Kitchen

Why factor-based portfolios are the chopped salad of the investing world.

Bw back in the factor kitchen 620x349
By
David Mazza
| November 08, 2017
Smart Beta
When Evaluating Factors, Consider Seasonality

Analyzing fundamental characteristics can help investors gauge what may be in favor.

Bw when evaluating factors consider seasonality 620x349
By
David Mazza
| October 27, 2017
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