Decisive Factors - Understanding The Drivers Of Equity Returns

High-quality US stocks have been on a winning streak this year. Equity factors are an important way to gauge portfolio exposures. The top quintile of higher-quality stocks outperformed the bottom quintile by 4% in the first quarter. Stocks with high interest coverage are expected to moderate economic growth over the coming year.

Should Fidelity Quality Factor ETF (FQAL) Be on Your Investing Radar?

Weekly Report: what happened at FQAL last week (0415-0419)?

QUAL: Strong Performing Quality ETF, But With Notable Downsides

IShares MSCI USA Quality Factor ETF is a hold due to a mix of positive and negative factors. The fund has slightly outperformed the market but has the least diversification and lowest dividend yield among comparable quality-focused funds. Compared to QUAL, I find JQUA to be more attractive.

Weekly Report: what happened at FQAL last week (0408-0412)?

Weekly Report: what happened at FQAL last week (0401-0405)?

Equity Investing: A Strategic Mindset For A Changing World

Home Investing Strategy Portfolio Strategy Equity Investing: A Strategic Mindset For A Changing World by Nelson Yu. Inflation and interest rates in transition, it's time to take a fresh look at the forces driving business models, profitability and equity returns. Higher inflation puts a premium on real returns - the amount of return investors can generate above inflation.

Weekly Report: what happened at FQAL last week (0325-0329)?

Quick Thoughts: Do Elections Matter For Markets?

Home Market Outlook Today's Market Quick Thoughts: Do Elections Matter For Markets? Stephen Dover of Franklin Templeton Institute examines the major parties and their potential implications on capital markets in the US 2024 presidential elections. The field is set for the presidential elections for the US in 2024. Dover also discusses the potential implications of competing policy outcomes for capital markets.

Weekly Report: what happened at FQAL last week (0318-0322)?

High Quality: A 'North Star' Through The Market Cycle

Home Investing Strategy Portfolio Strategy High Quality: A 'North Star' through The Market Cycle. An emphasis on quality can drive outperformance through market cycles, says Daniel Hanson, CFA. High quality companies offer the potential to keep pace with the market during rallies, he says.

Fidelity Quality Factor ETF declares quarterly distribution of $0.1590

Weekly Report: what happened at FQAL last week (0311-0315)?

The Great Paradox Of The U.S. Market

Is Fidelity Quality Factor ETF (FQAL) a Strong ETF Right Now?

Weekly Report: what happened at FQAL last week (0304-0308)?

Growing Divergences In Small Vs. Large Caps

Weekly Report: what happened at FQAL last week (0226-0301)?

Market Breadth In 2024: A Year For Active Management

The strength of the "magnificent 7" stocks has created an unrivalled amount of top-heaviness in the market. This year will likely see a broadening out of market breadth and potential for outperformance by active investors. Soft economic landing and rate cuts will likely allow for attractive performance to broaden to other high-quality companies.

Income Opportunities In An Evolving Investment Landscape

Ed Perks: The Federal Reserve is now more focused on normalizing its policy and maximizing employment. The Fed's policy actions continue to be front and center for both the fixed income and equity markets. The investment landscape continues to evolve as the Fed responds to economic data. Ed Perks, Chief Investment Officer of Franklin Income Investors, explores the impact of these changes on the markets.