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In classical finance, growth should always beat value because higher risk equates to higher returns. Yet, value tends to offer investors better returns with lower volatility. Roger Ibbotson thinks he's found the answer to this market phenomenon: liquidity—or the lack of it.
What are the factors most likely to result in positive investment outcomes for your clients? For high returns with less risk, think value combined with low liquidity.
Equal weighting works, and it has for the last decade. In fact, of all the strategies available, routinely rebalancing S&P 500 stocks to equal weights is a tough act to beat.
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