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Smart Beta

Surging tech stocks pile pressure on factor returns: Investors query management fees; Smart beta: sometimes smart, sometimes not; The asset managers that are winning the race for investors’ cash. And, fixed income and smart beta.

© Alex Hahn

Smart beta fails to match returns of bullish tech equities
Adherents of factor investing feel the sting from a long run of underperformance
Smart beta: sometimes smart, sometimes not
Lacking a uniform definition, fund providers are using considerable latitude when attaching the smart beta label
ESG metrics trip up factor investors
Adding an ethical tilt to a portfolio may not necessarily lead to better returns
Factors show their potential to boost fixed income returns
Low yields and inflationary pressure are forcing a strategic rethink as investors consider value and quality
Smart beta ‘value’ investing is ripe for a comeback
Strategy of focusing on unloved shares has endured a tough run since the 2008 crash
‘Buy the haystack’ approach still hard to beat
Shortcomings of focused funds are often exposed in adverse market conditions

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