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The value of stock selection in a low-return world

Despite this year’s extreme volatility, the past ten years have been an extraordinary time to be an equity investor. This can be seen by looking at the so-called equity risk premium, which is simply the difference between returns on global stock markets and risk-free assets, such as U.S. dollar bank deposits. Over the very long […]

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While factor behaviour tends to be consistent in market crashes and corrections, individual factor performance varies over the medium term. As such, institutional investors should maintain diversified exposure across key equity factors including value, quality, momentum, size and low volatility, according to a new paper by Mercer. The paper explored the past three financial crises: […]

  • By: Staff
  • July 31, 2020 December 6, 2020
  • 07:56

Retail equity investors may be outperforming investors with far more expertise as markets grapple with the coronavirus fallout and recovery. A report from Goldman Sachs Group showed that a portfolio of stocks popular among retail investors surged 61 per cent since bear market trough, compared to a 45 per cent gain seen for stocks favoured […]

  • By: Staff
  • June 19, 2020 November 11, 2020
  • 09:19
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With the coronavirus pandemic continuing to rock the global economy, private equity exits have largely come to a halt since mid-March, according to a report from McKinsey & Co. “The results of the pandemic have been startling,” it noted. “With a couple of exceptions—such as structured transactions and deals signed before the crisis—traditional PE exits […]

  • By: Staff
  • June 17, 2020 December 6, 2020
  • 09:36
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The current market environment isn’t like a regular market correction, but more like a natural disaster, says Joseph Connolly, vice-president of asset and risk management at Morneau Shepell Ltd. In the current context, investors should be doing more monitoring and looking at more timely data because mid-month or mid-quarter results may be stale. “We’re definitely […]

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Why your factor beta comes with a lot of noise.

The Good and Bad News About Factor ETFs

Turns out there’s a bigger issue than crowded trades

  • May 31, 2017 September 13, 2019
  • 08:57
Why This Bull Market Is…Bull

A realistic expectation about future stock returns.

  • January 7, 2015 September 13, 2019
  • 13:48
Which U.S. Stocks Will Outperform?

Our research shows which U.S. value stocks will thrive and which will dive.

  • June 12, 2013 September 13, 2019
  • 12:03
Canadian Active Managers Shine in Q1 2013

The year is off to a good start for active management: Russell