small cap – Benefits Canada.com

Vaccine news a shot in the arm for value investing

mschmit — Wed, 18 Nov 2020 05:00:58 +0000

Now is the time for institutional investors to buy value, small cap and cyclical stocks and hold steady while the economy builds back, says Bill Callahan, an investment strategist at Schroders. Indeed, energy and financial sector stocks saw gains Monday as investors are rotating from growth and large cap stocks after Moderna Inc. released data […]

The post Vaccine news a shot in the arm for value investing appeared first on Benefits Canada.com.

Markets sending mixed signals leading up to U.S. election

mschmit — Wed, 14 Oct 2020 05:41:24 +0000

With U.S. stock prices exceeding pre-coronavirus highs and credit spreads nearly as tight as before the pandemic, investors are signalling overconfidence in the market, says Rob Almeida, portfolio manager and global investment strategist at MFS Investment Management. While polls and betting odds appear to be favouring a Joe Biden win, that doesn’t align with what […]

The post Markets sending mixed signals leading up to U.S. election appeared first on Benefits Canada.com.

U.S. largest and smallest cap stocks diverge in FTSE Russell index reconstitution

mschmit — Thu, 11 Jun 2020 04:30:04 +0000

FTSE Russell has released a preliminary list of companies set to enter or leave its U.S. indexes at the end of June as part of its annual reconstitution, which occurs to reflect market changes from the previous year. And the results tell a tale of the growing gap between the largest and smallest cap stocks. […]

The post U.S. largest and smallest cap stocks diverge in FTSE Russell index reconstitution appeared first on Benefits Canada.com.

Value investing’s crisis of confidence

mschmit — Mon, 11 May 2020 04:25:02 +0000

A value approach to investing has yielded great benefits in the past. Though there are often semantics around what constitutes value investing, it can be described as buying securities that are cheap using some metric in hope of outperformance. Beyond value, investment managers may also choose to work in the small-cap space, buying companies below […]

The post Value investing’s crisis of confidence appeared first on Benefits Canada.com.

Active and Passive: The Best Mix

mschmit — Thu, 12 Jan 2017 06:16:38 +0000

The role of style factors in fundamental active management

The post Active and Passive: The Best Mix appeared first on Benefits Canada.com.

Smaller Mandates Generate Positive Alpha: Study

mschmit — Mon, 10 May 2010 07:57:09 +0000

Pension Fund Performance and Costs.

The post Smaller Mandates Generate Positive Alpha: Study appeared first on Benefits Canada.com.