As money managers allocate more resources to quantitative model-building, they are also amping up robo-advising services for clients seeking low cost investment alternatives, writes Validea CEO John Reese in this…
Author: Validea
Weakening Profit Growth Could Squeeze Margins
As encouraging strong first quarter profit figures come in, investors should keep in mind that earnings of global companies in the S&P don’t necessarily reflect trends in the American economy,…
Hulbert: Don't Believe These Old Market Adages
When investors follow popular stock market beliefs and seasonal patterns, the only people who make money are the brokers earnings trading fees from the subsequent buying and selling, writes Mark…
Environment Could Be Ripe for Small- and Mid-Cap Stocks
Even though their post-election surge has recently cooled, both small- and mid-cap equities remain well-poised in today’s market environment, according to two portfolio managers at Goldman Sachs in a recent…
Index over Active Management Still Requires Discipline
The inevitable periods of underperformance often suffered by active managers—coupled with their relatively high fees—make index investing a more attractive option for many investors. This according to a recent Globe…
Zweig: Emerging Markets Look Good, But Don’t Rush In
Funds are pouring into emerging market funds, with one-twelfth of total holdings having come in over the past 90 days, writes Jason Zweig of The Wall Street Journal. Presumably, he…
Morningstar: Funds Flow and Liquidity Affect Performance
Two factors that can affect a fund’s performance are the level of fund inflows and the trading impact of that inflow, explains Morningstar’s Russel Kinnel in a recent article. For…
Small Cap Stocks Losing Earnings Steam
The global growth outlook, more than a smoothing of the Trump bump, has resulted in small-cap stocks losing the upper hand—a dramatic shift from what happened right after the election.…
Factor Investing Can Keep Active Management Relevant
Despite its recent troubles, active management remains relevant, but its future “lies in low expenses that allow investors to enjoy a comfortable share of returns,” according to a recent article…
Small-Cap Picks for the Long-Term
The small-cap rally that followed last November’s presidential election has cooled, as investors have been sobered by the failed healthcare vote and uncertainty around Trump’s policy agenda, writes Validea CEO…