The low-return environment that currently exists for investors (notwithstanding the increased risk they are assuming) could be “on the menu for years to come,” says London-based Fixed Income Research Analyst…
Author: Validea
Cyclicals in the Lead
As the quest for yield continues, investors are favoring stocks over bonds. However, over the past few months they have shown an increased appetite for stocks that are more sensitive…
ETF Due Diligence: What to Look For
When shopping for an exchange-traded fund (ETF), there are some things worth checking out. In a recent blog for Barron’s, Chris Dieterich offers a checklist: Most investors should focus on…
The "Wizard of Wharton" Looks Ahead
In a recent interview with ThinkAdvisor, finance professor (and senior investment strategy advisor to Wisdom Tree Investments) Jeremy Siegel shares his view on a host of issues affecting current market…
When Choosing Fund Managers, Maybe Less is More
It may pay to go for mediocre rather than stellar when selecting fund managers, according to last week’s post in Enterprising Investor by Joachim Klement, CFA. While studies have shown…
Cash Rich Stock Picks
The tendency for major corporations to stockpile cash after the financial crisis seemed like a reasonable strategy, but according to recent data reported by FactSet, the trend hasn’t changed much.…
Overseas Blue Chip Picks
Currently stretched equity valuations, an imminent presidential election and a probable December rate hike are fueling uncertainty in the markets. Validea CEO John Reese, in a Forbes article appearing yesterday, outlines…
Does a Manager's Track Record Matter?
While it may be logical to assume that a more experienced fund manager would have a better performance record, it isn’t necessarily so. This according to a recent study from…
Stock Picks Based on Quant Strategies
As hedge funds continue to lose clients due to lackluster returns, purely numbers-based investment strategies are gaining popularity. Validea CEO John Reese speaks to the trend in a Nasdaq article…
The Elite Edge in Market Performance
Elite university endowments, such as those of Harvard and Yale universities, have been the envy of many for years, writes Bloomberg’s Nir Kaissar. But things have changed. Notwithstanding the “countless…