The Coronavirus is on everyone’s mind as the stock market falls. As a net purchaser, I hope stocks keep falling and I hope they stay down for several years. That will bode well for investors who are adding money to cap-weighted ETFs. But it might not look as good for investors in high growth stocks and growth ETFs. In fact, if such investors like tilting to a “factor” they should consider tilting the other way. I explain that, with this Globe and Mail story which was published today.

Click below to read the rest of my Globe And Mail article.

Can value-stock ETFs offer some refuge in a market crash?
When examining the past 83 rolling 10-year periods, U.S. value stocks beat growth stocks about 85 per cent of the time – and with market levels trading at nosebleed heights, value stocks might offer some refuge in a crash