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Peak ProfitsAfter recovering from the commodity-induced profits recession, aggregate market EPS should advance in the decades ahead much more slowly than the unsustainably rapid rate of the past 25 years.
Watch: The Fundamentals of the Fundamental IndexThe Fundamental Index™ strategy—now boasting a 10-year track record of actual results—has transformed equity investing in the United States and around the world. See and hear how it works and why it might be a sensible choice for your portfolio.  ​​​​​
The Confounding Bias for Investment ComplexityComplexity can dampen investor understanding, leading to poor investment decision making and ultimately derailing long-term financial goals—yet the bias toward investment complexity persists, reinforced by explanations that are behavioral in nature.

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Elegant DesignIn product design, the AND principle means building in desirable features without the trade-offs that conventional thinking considers inevitable. Case in point: an equity income index holding liquid, quality stocks with high dividend yields.​
Forecasting Returns: Simple Is Not SimplisticThe value of a forecasting model is that it improves on the alternative models available and classifies the forecaster’s knowledge of asset classes into an economically intuitive framework for building portfolios. A yield-based model is simple, but it checks both boxes.
Understanding the Value Investor Return Gap The value premium has proven to be persistent, but it doesn’t mean a value strategy always outperforms. The key to successful value investing is exploiting mean reversion through countercyclical timing.

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