FACTOR INVESTING News & Analysis

When the economy slows, some assets are safer than others.

It’s important to know the difference between ‘value’, and ‘growth’ – and in the case of funds,...

There are numerous tactics for trying to protect your hard-earned assets from inflationary pressures. Equity factor-based investing is one of...

The math doesn't support the argument, writes Morningstar's John Rekenthaler.

Value investing has enjoyed a resurgence so far this year. We look at the funds poised to benefit.

September brought relief to long-suffering value fund managers and their investors. But is that comeback here to stay?

Interest in the quality factor has been a recurring theme among the more popular factor ETFs, helped along by some very attractive returns.