Perspectives

Hitendra Varsani returns with his quarterly analysis of factor performance, including the question of the sustainability of the rally in momentum stocks, the potential opportunity in small caps and new research into the historical impact inflation has had on factors.

From drone package delivery to self-driving cars, autonomous tech has the potential to disrupt a variety of industries, as well as supply chains and the customer experience. Ark Invest analyst, Tasha Keeney joins us to talk about what may be accelerating this trend and what it could mean for investors..

We explore the latest research on climate change, and how investors can work to measure, understand and incorporate new risks — and opportunities — into their portfolios..

The idea of a growth factor premium isn’t new, but it has been difficult to capture in its purest form. What does it take to build a growth factor portfolio and put it to work in today’s markets?.

What happens when a pandemic spreads to rental income, the lifeblood of real estate? We explore how lingering effects from the 2008 global financial crisis, commercial real estate’s cyclical nature and COVID-19 changed the prognosis for real estate investors..

Is the talk around the Fed’s seemingly softer stance on inflation and interest rates inflating the importance of the announcement? Our discussion considers the potential impact on fixed income and equity portfolios, as well as the continued disconnect between the economy and markets..

While we haven’t returned to pre-COVID-19 conditions, the difference between credit markets today and how bleak they seemed in March is striking. We explore how we got from there to here and the potential stressors that remain..

It can be easy to overlook corporate governance in the good times, but when a crisis hits, the importance of good corporate governance comes squarely into focus..

George Bonne, executive director on the equity core research team leveraged advancements in artificial intelligence and other technologies to identify and quantify “factors” related to the effects of COVID-19. We explored what he found and the implications for further research..

As investors continue coping with the consequences of COVID-19, Andy Sparks provides his perspective on the power of the right words from the right sources (aka, the Fed) and other insights from his team’s research..