Justina Lee

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Citi And Barclays Push Back Against The Reflation Doom And Gloom

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Barclays is touting value stocks to benefit when U.S. yields rebound from the lows notched this week.

Election Rally Is Feeding The Duration Monster In Stock Markets

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Duration is back in vogue as Wall Street calculates that massive fiscal stimulus is off the table.

AQR's Asness Joins Star Managers To Plead The Case For Value

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It’s a tough message to sell. Value is on track for its worst year against growth since at least 1975.

Value Stock Bulls Are Counting On A Democratic Sweep

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They hope a Blue Wave would lead to a stimulus package to rev up the economy, spur inflation and produce a rally in cyclical stocks.

Investors Rewire Stock Trades To Find Trillions In Hidden Assets

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An emerging debate hinges on whether R&D should be considered an asset or only as an expense.

Managers Of $25 Trillion Are Almost All Bond Quant Believers

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Low interest rates may be spurring curiosity about smart beta and quantitative fixed income strategies.

All The Ways Wall Street's Telling Clients To Trade The Election

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Some stock pundits are now cheering the stimulus and political certainty a Biden administration could usher in.

Citi, JPMorgan See Clear-Cut Biden Win As A Bull Case For Stocks

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A clear-cut Democrat victory could avoid the long and messy legal battle markets are nervous about.

A $200 Billion Exotic Quant Trade Is Facing Existential Doubts

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The March turmoil upended the normal trading patterns these strategies rely on.

A Robot Tried To Fix Value Investing And Ended Up Buying Amazon

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The strategy of buying stocks that appear cheap relative to their fundamentals has struggled.

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