FACTOR INVESTING News & Analysis

It has been more than 20 years since Michael Lewis wrote Moneyball. Are there lessons we can take from the book to become better investors?

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, ‘blends’.

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

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.

Momentum, value, growth and ESG factors can help you make sense of the millions of global stocks, but a factor-based approach also has pitfalls.

The way managed funds are used by investors is constantly changing, and the active-passive debate is largely useless in helping investors identify...