by ivm_wpadmin | Sep 23, 2020
Asset allocation is the foundation to constructing and optimizing an investment portfolio, and the core driver for performance. In the current economic environment, the complexity of managing performance and risk exposure against market volatility make it especially...
by ivm_wpadmin | Aug 5, 2020
What’s Your Prior? Value investing vs growth investing; of the two, you are probably more familiar with the Value approach. Value investing is the tried and true investment strategy of buying stocks that the markets (temporarily) prices below their intrinsic worth,...
by ivm_wpadmin | Jul 23, 2020
The first two quarters of 2020 have been very turbulent for equity markets while the fixed income market has remained steady. With all the volatility in the equity markets, it’s essential to review which active managers have been able to navigate these confusing...
by ivm_wpadmin | Jul 20, 2020
Widespread voting by mail could lead to another US election result delay. We studied factor performance in 2000 when the Bush vs Gore election result was delayed. In November 2000 Low Vol stocks did well, Momentum did badlyHistory suggests a similar delay in November...
by ivm_wpadmin | Jun 16, 2020
The discussion about whether capital markets are efficient or not, and if active managers can add value over a passive benchmark, has been ongoing for decades1. This has led many to invest their money in passively managed portfolios as logically speaking, why would...
