Factor investors claim they avoid the touchy-feely temptations of active folk. But they in turn may not be as rational as they think
TIAA has two chart-topping funds in the Core Plus Bonds category, a sector in which insurers remain solid.
Jeff Bezos' latest letter to Amazon shareholders has implications for active fund managers grappling with only half the challenge from low-cost, index-tracking funds.
Can fundamental weighting solve the shortcoming of fixed-income passive funds? Probably not.
BlackRock's bold move to swap some active assets to quantitative is not unprecedented.
The equity-like characteristics of convertible bonds resulted in a great run over 2016, but elevated stock markets cast a shadow over future returns
We read up and run down the latest academic research on investment so you don’t have to.
What happens when the laws of behavioural finance meet a bear market?
Cheat Sheet: We read up and run down the latest academic research on investment so you don’t have to
We examine how factors have twisted and turned over the past year and the importance of rebalancing.