Factor investing insights

It’s not factors versus sectors. It’s factors and sectors. Factors can help investors better understand their portfolios.

Factor investing has seen increased popularity in the US. Investors may also want to consider increasing their opportunity set by considering factors abroad.

Quality investing is not always exciting – but increased volatility and uncertainty in markets makes a compelling case for adding quality today.

Fixed Income Factor ETFs can enable investors to target well-established sources of return in an in a low-cost, transparent ETF.

There’s talk of recession. Inflation remains high. If a stagflation—high inflation and low growth—is on the way, which factors do you want to have exposure to?

With higher inflation, rising interest rates, and worsening economic conditions, investors can use iShares Minimum Volatility and Value Factor ETFs to help capture potential upside and mitigate downside risk while maintaining their allocation to equi...

With innovative factor research and changing client demands, using a multifactor ETF at the core of a portfolio can help provide investors access to 5 distinct historical drivers of returns.

We believe, pairing the minimum volatility factor and ESG can potentially deliver lower risk, better ESG scores, and lower carbon emissions

A transparent and rules-based approach to momentum can provide valuable insight into healthy market trends

Advances in data and technology now provide index exposures to the same drivers of returns that active bond managers have been targeting for decades.

Advances in data and technology now provide index exposures to the same drivers of returns that active managers have been targeting for decades.

As we approach a mid-cycle environment, a barbell strategy, striking a balance between value and quality may offer investors greater resilience.

Three ways we envision refining the measurement and implementation of factors in 2021 and beyond.

Factor investing timing, like market timing, is difficult to accomplish. But judicious factor investment tilting can improve return potential.