Social/Mobile/Cloud
Feb
20
2020
Factor Failure: Don’t Blame FANMAG
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Our recent commentary “1” For The Record Books noted that just one of seven S&P smart beta factors was able to outperform the S&P 500 last year, even though each style basket limits its holdings to constituents of the parent index.
Feb
07
2019
“Four Corners” Cloud Plays
The Social/Mobile/Cloud theme (SMC) has dominated the stock market in recent years, eventually reaching a frenzied peak in the summer of 2018.
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