Flirting with Models

Research Library of Newfound Research

Tag: value (Page 1 of 5)

Timing Bonds with Value, Momentum, and Carry

With low current rates and higher durations, the stage may be set for systematic, factor-based approaches to timing bonds – like value, momentum, and carry – to add significant value to passive buy-and-hold.

Factor Investing & The Bets You Didn't Mean to Make

Factor-based investment strategies seek to manage risk with diversification; completely unconstrained, however, they can be overwhelmed by unintended bets.

Value 2.0

Traditional value strategies may be fundamentally flawed in their construction. Value 2.0 indices fix some of these problems, but not all.

A Case Against Overweighting International Equity

Are relative valuations a good enough reason to overweight international equity exposure compared to U.S. equity exposure?

A Gentle Guide to Global Tactical Asset Allocation

An introduction to global tactical asset allocation ("GTAA") using systematic styles like value, momentum, carry, defensive and trend.

Page 1 of 5

You are about to leave thinknewfound.com and are being redirected to the website for Newfound Research Funds.