What do you call fundamental investors who leverage factors?
Proactive and prepared. Factors are investment characteristics that help explain the risk and/or return behavior of a stock or any asset. Factors represent some of the most intuitive, widely used and historically relevant investment concepts including Value, Momentum, Quality, Volatility, Leverage, size, etc. Today factors are increasingly being utilized in security selection across the investment community.
Get clarity with EDS and MSCI
We teamed up with MSCI, the industry leader in Factor Analysis, to help fundamental investors use factors more efficiently and effectively in their daily lives — and they are easy and affordable to integrate into your process. Our goal is to provide timely insight and interpretations of specific factors and what they may indicate about the current or future market environment — to put market performance into context and provide a format that clarifies real decision making.
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Factors in Focus Newsletter Archive
October 2021 – Return of Inflation
September 2021 – The Yield Question
August 2021 – Summer shifts as COVID sets in
July 2021 – Growth Reemerges
June 2021 – Value Run & Momentum Changes its Skin
May 10, 2021 – Inflation Quake and Thematic Drop – A Factor View
March 17, 2021 – Markets Calm…..For Now
March 10, 2021 – Continued Disruption
February 24, 2021 – Disruption and Pandemic Make Way for Reality
February 8, 2021 – Short Squeeze Dissipate, Risk On
February 3, 2021 – Short Interest & Other Factors
December 14, 2020 – Momentum & Sentiment Behavior in the Rally
November 2020 – Monthly Review
November 22, 2020 – Rotations Persist into Thanksgiving
November 16, 2020 – Vaccine Optimism Crashes Momentum and Drives Value Rotation
November 10, 2020 – Momentum Sell-Off – What is Next
November 6, 2020 – Post Election Snap-back
October 2020 – October 2020 Review
October 26, 2020 – Markets Dazed & Confused
October 12, 2020 – Markets Cautious, but Optimistic
October 5, 2020 – Market Consolidation Despite COVID Spike
September 28, 2020 – Risk Off Mentality Embed Last Week
September 22, 2020 – Monday’s Sell-Off – What is Safe
September 15, 2020 – Labor Day Directionless
September 9, 2020 – Late Summer Sell-Off
August 17, 2020 – All Quiet on the Factor Front
August 12, 2020 – Monday’s Late Day Sell-Off. Something Bigger?
August 10, 2020 – Market Breadth & Shifting Winners
August 3, 2020 – Factor Winners Take All
July 27, 2020 – Earnings Quality Pops!
July 20, 2020 – Momentum & Beta, Earnings Yield Jumps!
July 15, 2020 – Mid-Week: Beta and Momentum Tug-of-War
July 13, 2020 – Shift in Factors or More of the Same
July 6, 2020 – Momentum Swings, Value Churns & Profitability at a Premium