Recent Articles from this contributor
When Value Gets Extreme
Every month, AGFiQ highlights the investment factors that are helping shape equity markets. Today’s focus is the recent and extreme outperformance of value stocks.
Why High-Beta Stocks May Not Be a Loss During the Next Phase of the Economic Cycle
Defensive segments of the equity market could benefit from a potential slowdown in economic activity…
Is low vol flying too high?
Assessing the valuation spread between low volatility and value factors.
A quality market rally
Based on AGFiQ data, S&P 500 companies with an ROE ranking in the top quintile have outperformed those in the bottom quintile by as much as 7% over the past three months.