IWX

Overlook Style Regimes At Your Peril

Home Investing Strategy Portfolio Strategy Overlook Style Regimes At Your Peril. Style regimes constitute one of investors’ largest risk factors. After 15 years of dominance of the growth style, investors want to see rotations between styles. Richard Drury: Style returns are powerful currents that investors may have overlooked.

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

AVUV: The One Actively Managed Fund That I Like

Avantis US Small Cap Value ETF has significantly outperformed the Russell 2000 and its associated sub-indices. It has also marginally outperform the S&P 500. The majority of AVUV's outperformance occurs in the months of May to August. It offers diversification benefits to investors with a bullish view on small caps. The Russell 2000 has a negative return of 5% this year.

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

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

April 2024 Perspective

Home Market Outlook Today's Market April 2024 Perspective: Manning & Napier. The market is continuing to focus on the soft landing scenario in the equity market. Energy and Materials were the strongest performing sectors in March. The Information Technology sector has started to show signs of cracks.

Four Reasons To Consider Value Investing Now

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.