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Day: November 16, 2021

An In Depth Look at Multi-Asset Investing with Westwood's Adrian Helfert
4 years ago
An In Depth Look at Multi-Asset Investing with Westwood's Adrian Helfert

We are currently in a very interesting time for investors. We have experienced a run in equities following the 2020 decline that many did not think was possible. We have…

Steer Clear of U.S. Stocks & Bonds in 2022 Says Morgan Stanley Strategists
4 years ago
Steer Clear of U.S. Stocks & Bonds in 2022 Says Morgan Stanley Strategists

In 2022, look for better returns in Europe and Japan, and steer clear of U.S. stocks and bonds, advises Morgan Stanley’s strategy team, according to an article in Bloomberg. Fading…

U.S. Fund Hit With Closet Indexing Charge
4 years ago
U.S. Fund Hit With Closet Indexing Charge

American Century Investments has been hit with a closet indexing charge, details an article in Barron’s. The San Francisco-based law firm Schubert Jonckheer & Kolbe has filed a class action…

The Fed Knows Inflation Has Run Hot For A While
4 years ago
The Fed Knows Inflation Has Run Hot For A While

A 6.2% surge in consumer prices rattled everyone from economists to investors to policymakers in October, and while some of it can be attributed to supply chain bottlenecks, 1-1.5% of…

Recent Original Research
July 3, 2025
Ten Top Dividend Aristocrats
The Dividend Aristocrats represent an elite group of S&P 500 companies that have raised their dividend payments for 25 straight years or more. This exclusive club includes under 70 companies spanning multiple economic sectors. Such sustained dividend...
July 1, 2025
Big Banks Are Returning Billions—But What Do the...
Last week’s Federal Reserve stress test results brought good news for investors in large U.S. banks. According to Barron’s, major financial institutions like JPMorgan Chase, Bank of America, Morgan Stanley, and Wells Fargo cleared the Fed’s annual...
July 1, 2025
Ten Top Warren Buffett Stocks – July 2025
Warren Buffett's investment philosophy centers on a fundamental principle refined over decades: it's better to acquire exceptional businesses at fair valuations than average companies at steep discounts. He seeks enterprises with durable competitive advantages—his famous "economic moats"—that...
June 30, 2025
Top Peter Lynch Stocks – June 2025
Validea builds its investment strategy around Peter Lynch's proven methods from his tenure at Fidelity's Magellan Fund, centering on Growth at a Reasonable Price (GARP) philosophy that seeks expanding companies with sensible valuations. The approach relies heavily...
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