Factor Investing
Buy Low, Sell High Isn’t Working Like It Used To. Here’s What Is.
A traditional buy-low, sell-high strategy has struggled in recent years as momentum-driven markets reward winners, according to Trivariate Research.
2 minute read
The Market’s Hottest Active ETF Has Yet to Meet Its Biggest Test
The iShares U.S. Equity Factor Rotation Active ETF has taken huge bets on tech and communications stocks.
3 minute read
Our Roundtable Pros See More Gains for Stocks, Especially Those Left Behind Until Now
This year’s panelists offered plenty of reasons beyond AI to expect gains in 2026. Plus, 13 investment ideas.
Long Read
REITs Should Bounce Back in 2026. 3 Stocks to Consider Buying Now.
As would-be home buyers know, real estate is all about interest rates. That could set the sector up for gains.
Long Read
JPMorgan, Disney, and 8 Other Quality Stocks for a Teetery Market
Owning top-shelf companies could still make a lot of sense for investors looking for steady performers that can deliver in almost all market conditions.
4 minute read
BlackRock Is Becoming an Infrastructure Behemoth. It’s Launching Its First Active Infrastructure ETF.
The iShares Infrastructure Active ETF (BILT) is a new addition to BlackRock’s $183 billion infrastructure investing business.
2 minute read
The Stock Market Has Bounced Back to New Highs. 55 Picks From Our Roundtable Pros.
The challenges of the first half aren’t over, our 11 panelists say. Where they see opportunities for the second half of the year.
Long Read
Momentum Funds Are Beating the Market. How They Do It.
Momentum wasn’t only the best-performing domestic market factor in 2024, but also in non-U.S. developed markets and emerging markets.
3 minute read
From ‘Snow White’ to ETFs: How LA’s $3 Trillion Quiet Colossus Plays the Long Game
Mike Gitlin, CEO of the Capital Group, speaks with At Barron’s Andy Serwer.
Long Read
Why Berkshire, Coca-Cola, and Other Low-Volatility Stocks Are Killing It in 2025
Coca-Cola, which happens to be a top Berkshire holding, is up nearly 16% in 2025.
3 minute read
1 Stock—and 2 Funds—to Buy if There’s No Recession
A slowdown isn’t guaranteed. Look at banks, retail, and copper if one doesn’t materialize.
3 minute read
Berkshire Hathaway, Coca-Cola, and Other Stable Stocks for Now
Top constituents in Morningstar’s U.S. Low Volatility index such as Berkshire Hathaway, Coca-Cola, and Johnson & Johnson sport year-to-date gains.
2 minute read
