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Investment Insights

Read the latest research, perspectives and analysis from our investment professionals.

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Chart in a Minute

Chart in a Minute: Is it time for a value shift?

Are your clients’ portfolios prepared for the sector rotation from growth to value? Use this client-approved chart to facilitate conversations about the potential benefits of Fundamental Index® strategies.
Investment Insights
ETF Know:How

Positioning client portfolios for a potential market cycle change

It’s an important time for advisors to consider whether client portfolios are positioned for a potential market cycle change where value and international stocks may take over performance leadership from growth and domestic equities.
Chart in a Minute

Chart in a Minute: Value seems set to outperform in 2021

After more than a decade of substantial outperformance by U.S. growth stocks, U.S. value stocks have recently been recapturing the performance spotlight. Is your portfolio prepared for a potential fundamental value shift?

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Investment Insights

Factor investing: It's a jungle out there, but it doesn't have to be

Strategic beta ETFs have created a complex landscape for you to navigate. Using an illustrative tool can help you select the right strategic beta ETFs to integrate into your clients' portfolios.
D.J. Tierney, Dennis Hudachek
Investment Insights

Fixed income foundations: Four sectors in perspective

Today's environment is provoking some confusion about fixed income. Use this paper as a primer for talking with clients about fixed income opportunities.
Brett Wander, CFA
Investment Insights

Inflation protection: The benefits of a diversified asset-class approach

A variety of catalysts can drive up inflation, creating potentially divergent performance outcomes depending upon the asset class.
Investment Insights

Navigating the growing ETF landscape

D.J. Tierney, Managing Director, Client Portfolio Strategist, discusses trends in the ETF market, how to navigate the growing ETF landscape, and provides three key factors for evaluating strategic beta ETFs.

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