Dividend investing is often looked down upon by factor investors, but research shows that dividends play a crucial role in long-term investment returns. Factors like market, size, and value have been ...

A factor rate is simple to calculate but can result in higher costs on short-term loans Written By Written by Staff Loans Writer, Buy Side Emily Sherman is a staff loans writer for Buy Side, covering ...

Betting on different parts of the market is tricky business. That’s one takeaway from a “Periodic Table” of calendar-year returns for Morningstar Factor Indexes.* In any given year, a different group ...

Factor investing originated from research done by Fama and French in the 1970s, but the premiums associated with factors have decreased over time, just like the alpha from active strategies. There is ...

Beyond the artificial intelligence (AI) stock frenzy, credit investors are adapting to AI and integrating growing volumes of financial factor data into their research. Very soon, AI systems will learn ...