In an interview with CNBC earlier this month, Ariel Investment’s Charles Bobrinskoy argued, “Almost every long-term bond around the world is trading at inflated prices, prices that make absolutely no…
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Funds Aiming to Harvest Profit from Agriculture
As the demand for food continues to grow along with the world’s population, businesses that can help farmers become potentially more valuable. This according to a recent article in The…
Value Investing Redefined By Way of Shift to Intangible Assets
Over the last 40 years, there has been a shift in the composition of assets in U.S. companies towards intangible assets, with latest estimates indicating that the level has reached…
Neil Woodford's Flagship Fund to Liquidate
In a fall from grace considered one of the most dramatic in London’s recent financial history, former star manager Neil Woodford is being ousted from his position and his flagship…
Some Investors Turning to God as Portfolio Manager
“Biblically responsible investing, or BRI, is booming as investment managers who are losing assets to index fund strive to find new niches,” writes columnist Jason Zweig in a recent article…
Five Questions: Factor Timing with Nicolas Rabener
By Jack Forehand, CFA (@practicalquant) Factor timing is a pretty controversial topic in the quantitative investing world. On one hand, we are all taught that we should buy low and…
Active Managers are Flopping Where They Shouldn't Be
Although active managers argue that “inefficient investment areas like small-cap stocks and emerging markets are where they shine,” a new report from Willis Towers Watson found that they are missing…
Ivy League Endowments Are Making the Same Mistakes
Return data from university endowments for the fiscal year ended June 30th “is not pretty,” writes columnist Barry Ritholtz in a recent Bloomberg article. Ritholtz cites return estimates of 8.7%…
Ray Dalio's Power Branding
A report released earlier this month by Peregrine Communications shows that Bridgewater Associates founder Ray Dalio is mentioned more often in the media than State Street Global Advisors and Natixis…
The 'Sweet Spot' Stocks Most Investors Miss
Midcap stocks have been met with indifference by many investors, but may be worthy of some attention, according to a recent article in Investor’s Business Daily. So far this year,…