Betting on different parts of the market is tricky business. That’s one takeaway from a “Periodic Table” of calendar-year returns for Morningstar Factor Indexes.* In any given year, a different group ...

After a historic 2022, in which investors experienced significant declines in both stock and bond markets for the first time in their investment lives, it is fair to say that we entered 2023 with a ...

Beyond the artificial intelligence (AI) stock frenzy, credit investors are adapting to AI and integrating growing volumes of financial factor data into their research. Very soon, AI systems will learn ...

Stocks continue to fall amid tariff policy and economic slowdown concerns. Wall Street advises shifting to quality stocks with strong earnings and low debt. Quality-factor ETFs like Vanguard US ...

Recently, much of the financial media has been occupied with discussing the potential of a bubble in markets. Factor performance can vary widely across regimes, particularly during periods marked by ...