It has been widely observed that capitalization-weighted indexes can be beaten by surprisingly simple, systematic investment strategies. Indeed, in the U.S. stock market, equal-weighted portfolios…
It’s one of the best-known acronyms in finance – and it remains a good indicator of where stocks might go. CAPE suggests that it is time to focus on your defensive capabilities, says portfolio…
This update summarizes the key adjustments to the index methodologies made at the June 2018 reconstitution and the largest changes to each of the five indexes between December 2017 and June 2018.
