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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Factors to consider when allocating to US small-cap stocks

From avoiding "junk" to holding on to "graduates," members of our Fundamental Factor Team share their research insights on the pursuit of alpha in the small-cap space.

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18 min
Whitepaper
2026-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1029831244
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Using defensive equities in a return-seeking portfolio: A factor framework for corporate plans

Members of our LDI and Fundamental Factor teams share their views on defensive equity investments, including their role in a plan's portfolio and the current environment for defensive factors.

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Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.