4 Oct 2024 These research results should give investors greater confidence in the robustness of factor premiums, reinforcing their utility in crafting effective investment strategies. Guido Baltussen, PhD, and Bart van Vliet, CFA, demonstrate that factors are not artifacts of researchers’ efforts or specific economic conditions but have existed since the inception of financial markets.

01 Oct 2024 Are the traditional indicators of consumer sentiment and business confidence relevant anymore? This is the latest question that Professor Derek Horstmeyer from George Mason University School of Business tackles with his students. In this post, CFA Level 1 candidate Xinyi Zhou and Naman Gurudatha look at measures of sentiment and their underlying determinants going back to the 1980s. They find that the factors that have historically accurately signaled the direction of sentiment are no longer reliable.

30 Sep 2024 A relationship is akin to a classic car. Left neglected and undriven, the car won’t run and might even begin to rust. Like a relationship, the car’s maintenance needs will continue to pile up. However, with a little time, attention, and even a bit of elbow grease, it can be restored to its former glory. This post provides a few tips for bringing your “rusty relationships” back to life.