Schwab Cooks Up Smart Beta Hybrid
Charles Schwab's John Sturiale explains the investment merits of a first-of-its kind combo of cap-weighted and fundamental indexing strategies.
7 Smart Beta Questions, Answered
Research Affiliates' Jason Hsu explains what alternative indexing means, how it differs from traditional investing, and why it might be smart to get some.
‘No One Should Expect Returns of 5%’: Research Affiliates
At Research Affiliates’ event, Chris Brightman calls for advisors to lower client expectations.
4 Investing Strategies Bogle Gets Wrong: Ritholtz
Vanguard founder John Bogle is an investing legend, Barry Ritholtz writes, but some of his investment philosophies need updating.
Research Affiliates Explains QE
Chris Brightman clarifies the different tacks taken by the Fed, the Bank of England, the European Central Bank and the Bank of Japan.
ETFs’ Future Debated by Top ETF Players
Will supply-side product innovation or new demand from millennials and ETF marketplaces fuel the fund sector’s next trillion dollars?
Inside ETFs Conference Sees Big Growth, With More Than 1,800 Attendees
The Inside ETFs conference, “Building the Next-Generation ETF Portfolio,” has already beaten the 1,500 participants in 2014.
For Stock Returns, Yesterday’s Gone and Tomorrow’s Expected to Be Weak
Research Affiliates present its first quarterly update of its 10-year expectations for asset class returns, based on economic theory and empirical evidence.
Russia Needs a Re-Fi, and Is Willing to Pay Up: Research Affiliates
The smart beta shop has long maintained that hated companies, and countries, make the most profitable investments.
Millennials Heavy on Stocks Despite Risk Aversion
Investors in general are allocated heavily to stocks, but millennials in particular are overweight equities, according to ICI and EBRI.