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Herro: What's Changed, What Hasn't, Since the 1980s

Oakmark International's David Herro says global information flow is faster, for better and for worse.

Why Vanguard Overweights Small Caps in Its Multifactor ETFs

Factors like value, momentum, and quality have historically worked better for firms further down the market cap spectrum, says Vanguard's Antonio Picca.

Strandberg: Corporate Governance Has Improved Over My Career

Dodge & Cox's Diana Strandberg says there's more short-term noise in the markets today, but earnings and cash flow still drive the long-term value of companies.

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