Under current conditions, warns bond guru Bill Gross, investors would be well served to focus more on preserving capital than earning high returns, according to a recent CNBC article. Given…
Author: Validea
Buffett Puts Market's Valuation in Context with Earnings Yield vs. 10 Year
In a CNBC interview that aired last month, Warren Buffett shared his thoughts on current market valuations and how he would respond to investors that feel they missed their opportunity…
New Harvard's Endowment Manager Shakes Things Up
Harvard University’s endowment fund was once the envy of its peers–with average annual returns of more than 14% per year from 1990 to 2005—but the party has come to a…
Ariel's John Rogers Defends Active Management
Before becoming the founder and chairman of Chicago-based Ariel Investments, John Rogers Jr. was a varsity basketball player at Princeton University and a winner at both Wheel of Fortune and…
Cautious Dividend Investing a Must
Given the historically low interest rate and return environment, investors hungry for yield have been gravitating toward dividend stocks, but the valuation advantage of this asset class has diminished. This…
Time to Separate the Market from Politics
The widespread assumption that the strength in both equities and bond yields is a result of Trump’s election may be misleading, writes Zach Karabell in last week’s Barron’s. Envestnet’s head…
New Manager at Pimco is Paying Off
The Pimco Income Fund, managed by Dan Ivascyn, has returned 10.6% over the past 12 months alone and, according to last week’s Bloomberg, investor money is “pouring in at pace…
Active Management is Alive and Well
An article in last month’s Enterprising Investor outlines some interesting insights into how active management is “alive, thriving and adding value across trillions of dollars of assets worldwide.” The author…
WSJ's Jason Zweig on American Capitalism
The notion of capitalism as a mechanism in which “fat and happy” companies become acquisition targets is changing, writes Jason Zweig in last week’s Wall Street Journal. Zweig cites new…
Veteran Economist Suggests Trump Rally Caution
Contrarian economist David Rosenberg, chief economist and strategist at Toronto-based Gluskin Sheff & Associates, offers market insights in a recent interview with Barron’s. Here are some highlights: View on U.S.…