While many investors have adopted a multi-factor approach to style investing, some have pushed these boundaries by advocating for an active, rotational approach to factor allocation. In a recent white ...

In this paper, we introduce a robust framework for identifying historically relevant macro environments based on similarity and significance. We apply this framework to macroeconomic data to assess ...

A perceived lull in U.S.-China trade tensions has eased market fears about an economic downturn, prompting a rebound in bond yields. One result: a shift in equity factor leadership. U.S. value has ...

DYNF is an actively managed ETF that rotates between style factors to maximize returns and outpace U.S. large- and mid-caps. At this juncture, DYNF is heavy in high-quality mega-caps with robust ...

Learn everything you need to know about First Trust Lunt US Factor Rotation ETF (FCTR) and how it ranks compared to other funds. Research performance, expense ratio, holdings, and volatility to see if ...

I last wrote about risk factor diversification this past March, and it is time to revisit this important topic. As a reminder, most investors are familiar with the visual of an asset class ...

For the kinds of investors who attend a book club meeting without reading the book, the narrative arc of the US stock market over the past couple of years is simple. The story has mostly been a happy ...

RESTON, Va., Dec. 4, 2025 /PRNewswire/ -- The Burney Company is proud to announce that the Burney U.S. Factor Rotation ETF (BRNY) has received an overall 5-Star Morningstar Rating™ as of September 30, ...