Below is a weekly summary of our research findings for 8/10/20 through 8/14/20. These summaries give you a quick snapshot of our content the past week so that you can quickly decide what’s relevant to your investing needs.
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- Testing a Countercyclical Asset Allocation Strategy
Evidence suggests that a contrarian asset allocation strategy that tilts against the aggregate past stocks and bonds allocations of other investors is modestly attractive. - S&P 500 Index Additions Underperform?
Evidence indicates that the conventional wisdom regarding abnormal positive returns for stocks added to major indexes has expired. - Are ESG ETFs Attractive?
Available evidence suggests that ESG ETFs do not perform much differently from selected benchmarks, with little support for belief in their outperformance. - Real Gold Price and Future Gold Return
Viewing gold as predominately an inflation hedge offers a means to estimate its future value/return based on beliefs about a “normal” real gold price and future inflation. - Are Equity Put-Write ETFs Working?
Available evidence on attractiveness of equity put-write ETFs is adverse.
