The relative rotation graph (RRG) is a sophisticated tool in technical analysis that helps investors decide which sectors, stocks, and other assets to pursue. Investors can use the graph to visually ...

Long-term expectations for the Global Market Index (GMI) are holding at a 7%-plus annualized total return, based on data ...

Passive funds do not have the ability to actively address the risks associated with their growing exposure to these prominent constituents as market concentration increases. Large-cap passive funds ...

Returns for U.S. sustainable funds have rebounded this year from 2022′s lows. The median sustainable large-blend equity fund gained 18.2% in the first 11 months of 2023, roughly matching the returns ...

This article was written by Bloomberg Intelligence Quantitative Equity Strategist Christopher Cain and Data Scientist Andy Barton. It appeared first on the Bloomberg Terminal. Shareholder yield — a ...