Clear Portfolio Analytics & Communications

Updates

Differentiating Products Using a Factor Framework: presentation by Dr Peter Hopkins of Style Research

Monday 24th April, 2017

Dr Peter Hopkins, COO of Style Research has been invited as an expert speaker at the AIMSE London Consultants Conference this month. The event is Tuesday, April 25th, 2017 at the Courthouse Hotel in London.

His session “Differentiating Products Using a Factor Framework” will cover:

  • A brief history of factor investing and how it has evolved over the last several decades
  • A look at popular factors and their recent behaviour across global equities
  • A Case Study review focusing on a custom peer group of Large Cap Global managers, using a factor-based view of the market
  • An examination of specific funds within this group, using a factor framework to highlight differentiations

Read More

Author: Style Research | Categories: Conferences, Events, Peer & Competitive Analysis, Presentations

Share on FacebookShare on Google+Tweet about this on TwitterShare on LinkedIn

Style Research Releases Q1 Factor Performance Study

Wednesday 12th April, 2017

BOSTON, MA – April 11th, 2017 – Style Research, an independent, global provider of portfolio style, risk and performance analytics, today released the results of their Q1 Factor Performance Study via live webinar. The study, which encompassed North America, Global, European and Emerging Markets, breaks down how various factors performed in Q1 2017.

Read More

Author: Style Research | Categories: News, Quarterly Style Factor Performance

Share on FacebookShare on Google+Tweet about this on TwitterShare on LinkedIn

Monthly Style Summary for January 2017

Friday 3rd February, 2017

Every month and quarter, Style Research publishes an in-depth series of reports in our Global Style Perspectives package. This is the summary of the report for January 2017

Overview

Against a background of fast moving political events, equity markets continued their bullish run during January with both the US and UK hitting record highs during the month. Developed markets recorded a 2.4% rise on 2016’s close with Basic Materials and Technology leading the charge.  Emerging Markets also fared well, as Oil & Gas rose despite drops elsewhere.  A slight weakening of the dollar further inflated international returns for USD based investors.  From a Style perspective the world divided into two distinct groups:  Value extended its gains in Emerging & Asia (especially China), but reversed in Developed markets.


If you wish to learn more about receiving detailed Style Summary analysis from Style Research every month and quarter, please contact us.

Learn More about Global Style Perspectives


Read More

Author: Style Research | Categories: Markets Analysis, Monthly Style Summary, Updates

Share on FacebookShare on Google+Tweet about this on TwitterShare on LinkedIn

Style Research Analyzes 2016 Value Surge for the FT

Thursday 2nd February, 2017

Style Research reports strong performance for Value factors in 2016. Financial Times leverages the analysis.

Financial Times

In January 2016, Financial Times published an article based on the 2016 Style Research Investment Factor Performance Reports.

As discussed in John Authers’ article, “Value investing back in fashion amid Great Rotation,” Value factors saw an unprecedented “worst to first” rebound in 2016 after eight years of underperformance. Bernie Nelson of Style Research spoke to John Authers about what drove the Value reversal, how the shift correlates to the “great rotation” away from bonds and why Momentum and Low-Vol investors are happy to put 2016 behind them.

Read the Financial Times article recapping the 2016 analysis.

Read More

Author: Style Research | Categories: Markets Analysis, News, Quarterly Style Factor Performance, Research Topics, Style Research Markets Analyzer

Share on FacebookShare on Google+Tweet about this on TwitterShare on LinkedIn

Investors rediscovering the merits of value stocks

Wednesday 18th January, 2017

Value investors finally have something to cheer about.

Their favoured investing style roared back into fashion in recent months after a long, painful period of underperformance. Such shifts in style often persist, so fans of bargain equities may have much more to crow about in the months ahead.

Read The Globe and Mail article, featuring insight from Bernie Nelson of Style Research.

Author: Style Research | Categories: Markets Analysis, News, Updates

Share on FacebookShare on Google+Tweet about this on TwitterShare on LinkedIn

Lifting the lid on T. Rowe Price’s core conformer top performer

Thursday 12th January, 2017

Analysts delve deep into portfolio holdings to see what drives performance.

Author: Style Research | Categories: News, Portfolio Analysis, Updates

Share on FacebookShare on Google+Tweet about this on TwitterShare on LinkedIn
Request a Demo ^