Viewpoints about Value Stocks
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What to know before investing in smart beta ETFs
Smart beta ETFs are designed to combine the transparency and lower costs of passive investing with the potential outperformance of active management.
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Why mid caps may lead the way out of recession
Mid-cap value stocks may provide some diversification and opportunity for investors who want to participate in the U.S. postrecession recovery.
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Multifactor ETFs: focus on portfolio construction, not factor timing
We believe multifactor ETFs are best used as strategic portfolio construction tools for long-term investors.
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Tax-loss harvesting opportunities amid 2020’s spike in market volatility
While the market volatility that’s accompanied the coronavirus pandemic has rattled investors, it’s also created tax-loss harvesting opportunities for 2020.
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Discipline in volatile markets is key for multifactor ETF investors
For investors in multifactor ETFs, we believe it’s important to maintain a long-term and consistent focus in volatile markets.
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The case for mid-cap stocks in 2020
Mid-cap stocks often combine the growth potential of a young firm with the financial stability of a company that's survived beyond its early years.
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Watch out when value returns to favor
Growth has outperformed value for most of the past 10 years, but when value eventually takes back leadership, the reversal may end up being dramatic.
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Are low-volatility strategies just value investing in disguise?
Low-volatility ETFs are not the same thing as value investing.
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Plain English, please: stock market jargon explained for average investors
It can be hard for an average investor—and even many professionals—to make sense of the jargon you encounter about investing. Here's a look at key stock market terms, from bull and bear markets to P/E and P/B ratios.
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When value stocks lag, multifactor diversification can help
Value stocks have underperformed. A multifactor approach may make it easier for investors to stick with their long-term plan.
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