Adviser-Hub articles

Articles tagged: RSMR
Article-Chart-04 Market Updates

The Yield Curve: Economic Outlook for 2019

The yield curve gap has been a powerful and accurate predictor of recessions over the last 40 years. This month, we examine the recent movements in the yield curve and the implications of the shape of...

Adviser-Hub 19th Dec 2018

Article-Chart-04 Market Updates

Which Regions offer the Best Factor Returns

While factor return products are becoming more and more popular, investors may be interested if factor returns are higher in certain regions than others. This month, we investigate the size of factor...

Adviser-Hub 12th Nov 2018

Article-Chart-04 Market Updates

How share buybacks can boost returns

Companies regularly change their total amount of shares-in-issue through new share issuances or share buybacks. This month, we examine if changes in shares-in-issue have an impact on future returns. W...

Adviser-Hub 16th Oct 2018

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Do Stock Market Corrections Lead Recessions?

Investors will be aware that the current 10-year bull-run within the stock market is one of the longest in history. This period of positive performance has coincided with growth in western economies t...

Adviser-Hub 21st Aug 2018

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Why Do Factor Returns Exist?

The reasons for the existence of factor premiums is hotly debated. Those in the mispricing camp believe that factor premiums exist because investors misprice stocks, while those in the risk-based camp...

Adviser-Hub 11th Jul 2018

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Do Factor Returns work in Large Caps?

Smart beta and factor return strategies tend to invest in the liquid, large-cap segment of the market, ensuring that the products are scalable. The downside to this strategy is that large caps receive...

Adviser-Hub 12th Jun 2018

Article-Chart-04 Market Updates

How Factor Returns have Faded Around the World

The deterioration of factor return premiums is a major worry for smart beta investors. It raises the concern that the back-tested returns of the past will fail to materialise during the life of their...

Various 16th May 2018

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Examining Estoteric Factors: The Asset Growth Anomaly

As factor investing becomes more popular, the search intensifies for new factors. This month we examine a less well-known factor: The Asset Growth anomaly. We examine the claim that there is a premium...

Adviser-Hub 12th Apr 2018

Article-Chart-04 Market Updates

How the value factor performs in the market cycle

This month, we turn our attention to the value premium, which is one the most popular and well-known factors. We begin by examining the cumulative return of investing in two common value portfolios an...

Adviser-Hub 12th Mar 2018

Article-Chart-04 Market Updates

Forward Indicators of the Economy

Passive investing provides little protection in the event of a market downturn, as no active positioning is allowed.  This means that many passive investors will wish to monitor market developmen...

Adviser-Hub 5th Feb 2018

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Momentum as a late-cycle factor

A couple of months ago, I examined the volatility factor and discovered that it tends to outperform during market corrections, but underperforms dramatically during recoveries. This month, I look at t...

Adviser-Hub 9th Jan 2018

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The Yield Curve Gap: Outlook for 2018

As the end of the year approaches, investors may wonder about the prospects for 2018. This month, we look at the yield curve gap for the US and 8 other major economies. The yield curve gap has been a...

Adviser-Hub 12th Dec 2017

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How well does the Low Volatility Factor work in Downturns?

The low volatility factor is becoming more popular as investors look for a potential safe haven in troubled markets, but has the low volatility factor provided protection in previous market crashes? T...

Adviser-Hub 14th Nov 2017

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Key Indicators of a New Recession

It is widely believed that a low rate of unemployment and high rate of inflation are key signs of a healthy economy. While this may be the case, these characteristics are also the ones that are most l...

Adviser-Hub 8th Aug 2017

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