Recent Articles from this contributor
Playing Defense with Growth Stocks (That’s Right, Defense)
Growth can now be characterized by its defensive attributes as much as anything else.
Being Diligent About Dividends
The opportunity to own dividend-paying stocks may never be more attractive than it is now, but it may also never be more precarious amid payout suspensions and cuts.
Value vs. Growth: Jockeying for Position
Stephen Duench explains the recent performance of value and growth stocks and what investors might expect from these two factors and others moving forward.
What’s the Big Deal with Big Data
Stephen Duench explains the evolution of data sets and how they are being incorporated into the investment process.
Why momentum may lose its steam
The momentum factor has been a great trade so far this year. Stephen Duench discusses what’s potentially next for investors.
The ins and outs of past yield curve inversions and stock performance
An inverted yield curve is usually a bad sign for the economy, but maybe not so much when it comes to stock markets.
Valuation Spreads: Third time’s a charm?
Current valuation spreads may be predictive of a year of positive market returns.
Seeking attractive dividend growers of the future, not the past
Making the decision to add more dividend growth to a portfolio may not be as important as figuring out which companies will actually increase their dividends into the future
Factor investing: Is value ready to make a comeback?
AGFiQ’s Stephen Duench gives his perspective on the value vs. growth underperformance. Can’t view the…