Growth stocks have been outperforming their value counterparts and investors can look at Amazon as an example for why this happened. Meanwhile, new research on a smart-beta-growth strategy looks at the theoretical foundations surrounding traditional growth indices.
Closed-end funds and emerging-market debt offer opportunities for income investors. We also look at Vanguard’s most recent announcement about its bond ETF and what to expect from the FOMC this month.
For capital-growth investors, we look at research on a household’s decision to tilt towards value or growth stocks and the unintended consequences of passive investing. In other news, Columbia Professor Stephen Penman discusses the “value trap” and how to handle accounting in evaluating equity investments.
With uncertain market conditions, income investors can look to dividend investing as a strategy for different market conditions. This week’s news also looks at how income investors can deal with increasing interest rates.
We take a look at the characteristics of growth investors and whether growth stocks are on the decline. In other capital-growth-related news, signs are pointing towards a downward trend in the tech sector but continued growth for financial stocks.
Despite rising interest rates, income-oriented investors are continuing to find value in ETFs. Elsewhere in income-related news, U.S. investors brace for proposed tax cuts while across the globe the Chinese bond market is pushing for inclusion in the major indices.
In the news this week for capital-growth investors, infrastructure offers opportunities, while certain ETFs provide commodity exposure. Looking abroad, investors with a flexible approach can find pockets of opportunity with Asian credit.
In the news this week, a panel of income experts discusses the best ETFs for boosting income. Emerging market bonds and P2P lending offer opportunities as interest rates rise and the energy sector is adapting with income investors in mind.
New technology will allow you to apply for life insurance with a “selfie.” In other news, inflation-protected annuities are becoming more appealing as the economy grows.
When it comes to credit investing, we believe passive investors are implementing a suboptimal strategy and may be leaving money on the table as active management offers several potential advantages.