Avoiding the Index Flip-Flop With a Fundamental Strategy

Published on November 2, 2026

In today’s modern financial landscape, market-capitalization-weighted indices dominate the investment ecosystem with trillions of dollars tracking broad market indices such as the S&P 500 and the Russell 1000. However, a research article by RAFI Indices™, adapted from the CFA Institute Research Foundation series The Active Side of Indexing, exposes flaws within cap-weighted benchmarks.

Continue reading on website
Other news

Why Large-Cap Stocks Hold the Edge in a 5% Rate World

November 2, 2026
Large-cap stocks may be better built for 5% Treasury yields than their smaller rivals, according to State Street Investment Management’s quarterly outlook. The 10-year yield climbed 0.81 percentage points last quarter to 5.28%, a near 20-year high.

What Institutional Investors Should Know About after-Hours Trading for U.S. equities

November 2, 2026
Starting Dec. 6, U.S. equities are expected to move closer to a 23-hour, five-day trading market. Institutions will have a longer window to respond to portfolio changes outside the core session.