Insights - Factor Investing
Insights - Factor Investing
At Invesco, we believe that high-quality results begin with specialized insight. We share our views and experience with clients via thought leadership materials.
17 March 2020 | Stephen Quance
We believe factor investing represents a fundamental and permanent shift in investing, driven by technology, on-going research and education.
19 November 2019 | Michael Fraikin, Stephen Quance, Blaise Warren
Invesco’s Office of Factor Investing talks about trends it sees in 2020.
13 August 2019 | Blaise Warren, Stephen Quance
Factor investing is a third pillar of investing, complementing active and passive approaches. We explain what factors are and the role they play in portfolios.
05 July 2019 | Jay Raol
We explore how factors can enhance bond allocations and improve the performance of balanced portfolios.
03 July 2019 | Mark Humphreys, Dr. Harald Lohre and Erhard Radatz
Risk & Reward speaks to authors of the diversifying oil exposure study about investment challenges of oil-rich countries and factor investing for sovereign wealth funds.
Invesco Quantitative Strategies presents a multi-asset, multi-factor solution in which quality and low-volatility style factors play a crucial role in mitigating oil risk exposure while increasing overall portfolio diversification.
18 June 2019 | Invesco
At the recent Invesco Asia Investment Lecture Series on Factor Investing, we looked at how understanding factors, including fixed-income and currency ones, correctly is key to implementing them.
15 April 2019 | Jay Raol, Stephen Quance, Shane Gallagher
The factor lens can increase transparency, help explain portfolio movements and clarify an active manager’s skill.
16 January 2019 | Scott Hixon, Hua Tao, Scott Wolle
The Invesco Global Asset Allocation team proposes a commodity strategy that incorporates cross-sectional factors grounded in the research on commodity futures pricing.
03 October 2018 | Stephen Quance
Our third global factor investing study draws on views and opinions from 300 interviews with institutional and wholesale factor investors to provide insights on a wide range of themes including factor adoption and allocations, perceived barriers and future intentions.
03 October 2018 | Julian Keuerleber
Analyzing which factors might be favored if monetary policy becomes more restrictive
17 July 2018 | Stephen Quance
The rise of factor strategies in the investment landscape aids understanding and better decision making for investors
20 June 2018 | Stephen Quance
A factor-based approach can accommodate unique ESG objectives without constraining performance and provides flexibility to adapt to any new developments
02 February 2018 | Stephen Quance
Asian institutional investors increased allocations to factor investing in 2017
02 October 2017 | Stephen Quance
Factor investing is a growing area of investment, with many in Asia interested to learn more and how it applies to their portfolios.
01 October 2017 | Stephen Quance
Invesco's second annual global factor investing study was conducted with 108 different investors and intermediaries across 19 countries. The study identifies five key themes, illustrating the factor investing landscape and sentiment among some of the largest investors in the world.
25 June 2017 | Invesco
The newest thing or a time-tested approach to investing? Factor investing has been the focus of interest in recent times however factor based approaches aren't new.
18 May 2017 | Invesco
Many single factors can outperform in discrete periods however can face excessive drawdowns. Multi-factor approaches balance the cyclicality and volatility of individual factors.
12 April 2017 | Invesco
Unlike traditional stock picking, factor investing builds on exposures to particular traits (called factors), that exhibit superior returns relative to a broad market-capitalisation weighted index benchmark.
19 March 2017 | Invesco
In recent years, interest in factor-based investing has increased meaningfully as market participants seek precise and systematic solutions to achieve their investment objectives.