Capitalization-Weighted Indexes, RAFI, “Smart Beta,” and Factors (JPM Series)

Published on December 24, 2024

Index funds emerged in the early 1970s and were designed to match rather than beat the market. For decades, they were associated with the capitalization-weighted (CW) market indexes that defined their investment approach.

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Artificial Intelligence Doesn’t Appear Ready to Take Over the World Yet

December 24, 2024
As we near the end of 2024, researchers, businesses, and investors have begun to question the overheated artificial intelligence sentiment.

Greedy Innkeeper or Generous Capitalist?

December 24, 2024
The Bible story of the virgin birth is at the center of much of the holiday cheer this time of year. The book of Luke tells us that Mary and Joseph traveled to Bethlehem because Caesar Augustus decreed a census should be taken.