Investment Factors

More on Investment Factors

Private Credit’s Liquidity Squeeze Puts Lenders in a Tight Spot

Blackstone, BlackRock, and Blue Owl deal with rising redemption requests differently as the asset class reaches a crossroads.

Is Now the Time to Sell Oil and Defense Stocks?

After sharp rallies in both sectors, strong performance may argue for trimming positions rather than adding exposure.

8 Top-Performing Intermediate Core-Plus Bond Funds

Funds from Eaton Vance, Dodge & Cox, and Morgan Stanley are among the best performers.

When It Comes to Private Credit, Investors Are Not Getting Paid Enough for Downgrade and Default Risk

How Blue Owl’s saga is sending private credit fears soaring.

Investors Ditch Growth for Value ETFs in February

Active exchange-traded funds shattered their monthly flows record, while growth funds posted their first outflows in two years.

Maybe You Should Sell Some Stocks

Not everyone should sit still despite the market's turbulence.

Why Investors Should Pay Attention to Oil Prices as War With Iran Rattles Markets

What signals investors should watch in the fog of war, and 2 ways to hedge your portfolio against geopolitical risks.

How to Keep Your Cool in a Volatile Market

When headlines get alarming, should you change your portfolio?

Private Markets Are Opening Up, but Will Individual Investors Pay the Price?

Why private markets can fall into investors’ ‘too-hard pile,’ key questions to ask about evergreen funds, and whether the return is worth the risk.

More Tech Stocks Look Cheap As the Market Rotates

Meanwhile, value-leaning areas of the market, including industrials and energy stocks, are moving out of undervalued territory.

Investors Are Dumping AI ‘Loser’ Stocks. Are the Worries Overblown?

Analysts say investors can find opportunities in the indiscriminate selling.

10 Cheap Dividend-Growth Stocks to Buy in 2026

The stocks of these companies with a reliable history of dividend increases look undervalued today.

As Software Stocks Slide, These Value Managers Are Watching and Waiting

Software companies are stuck in a “growth purgatory” that could last months, or years, according to BNY’s Bailer.

When It Comes to Tariffs, It’s Not Over Until It’s Over

What tariff uncertainty means for the markets, and why investors shouldn’t overreact to the news.

Don’t Overreact: Tariffs Overturned, but Fundamentals Still Rule

The Supreme Court strikes down the president’s use of IEEPA to implement tariffs.

The Value Stock Comeback Is Messy. Here’s Why Investors Shouldn’t Turn Away

One thing is clear: Value stocks are good diversifiers today.

How Japan’s Bond Selloff Impacts Banks and Insurers

Rising volatility in the bond market pressures financial services stocks, but risks look contained.

Why Did Gold and Silver Prices Plunge?

The two precious metals wiped out $7 trillion in a single day’s perfect storm.

3 Growth Funds That Take Stock Valuations Seriously

These funds won’t overpay for growth stocks.

Add These Core Stocks to Your Buy List in 2026

These undervalued stocks with wide economic moats and consistent cash flows look attractive.

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