Special Reports

Special Reports

  • Special Reports

    Time to Sell Stocks Our Diffusion Index Says

    August 01, 1987 BY Steve Leuthold

    The tool has functioned as a good lead indicator of changes in inflation momentum. When the reading is moving up it is an inflation acceleration alert and a move above 70% is usually cause for a general alarm. On the other hand, readings below 50% are a comfort zone.

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  • Special Reports

    Value Style’s 100-Year Flood

    May 23, 2018 BY Scott Opsal

    Value is the philosophical cornerstone of many legendary portfolio managers and is widely recognized as one of the most robust quantitative investment factors. Yet, despite its compelling conceptual merits and long-term record of superior returns, recent years’ underperformance of Value has lasted long enough to weigh on even 10-year performance records. 

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  • Special Reports

    A Tactical Approach To Successful Factor Investing

    January 25, 2018 BY Scott Opsal

    TABLE OF CONTENTS:

    Executive Summary / Factor Investing-An Initial Look / Factor Investing And The Importance Of Market Cycles / The Intelligent Use Of Smart Beta / A Six-Factor Study including Value, Momentum, Quality, Stability, Yield, and Size / Next Steps

    EXECUTIVE SUMMARY

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  • Special Reports

    EM Closed-End Fund Discount/Premium: No Longer A Sentiment Factor

    April 12, 2017 BY Jun Zhu

    Closed-end funds (CEFs) rarely trade at net asset value (NAV). They either trade at a premium or a discount to share price. When demand for underlying assets is high, the price of a CEF will move above its NAV, trading at a premium. On the contrary, when investors are pessimistic about the underlying assets of a CEF, the price is driven below NAV, trading at a discount. Many studies have looked at CEF discounts and premiums as a means to gauge investor sentiment toward the assets they represent.

     

     

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