A recent article in Morningstar highlights the firm’s research into historical trends in fund investor returns which show, “times have been good lately, and we can see that in a…
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I Think, I Know, I Have No Idea
By Jack Forehand (@practicalquant) — There are some areas of life where you can never have all the answers – no matter how much you know, how smart you are, or…
Research Affiliates Says Spread Factor Bets
At the 30th annual Morningstar Investor Conference held last month, passive strategist Adam McCullough interviewed Feifei Lee, director and global head of Research Affiliates Investment Management Group about her firm’s…
El-Erian: Factors that Could Disrupt Global Growth
A recent Bloomberg article by Allianz chief economic adviser Mohamed -Erian outlines recent global developments that have “exposed cracks in a seemingly happy” market environment, including: “Brexit, tariffs, currency meltdowns…
Tips for the Contrarian Investor
“Being a contrarian for the sake of being contrarian,” says a recent Morningstar article, “is as likely to lead you to investment errors as it is to get you booted…
Apple Taking a Bite out of its Own Stock with its Buyback Program
Apple has been repurchasing its own shares at what a recent Wall Street Journal article describes as a “furious clip since last year’s tax-overhaul package freed up more than $250…
Most Read Posts on Validea's Guru Investor
Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] The Losing Battle to Consistently Beat the Market [2] Value Investors Face Existential Crisis…
Secrets to High Returns: Has the Hunt for Factors Gone Too Far?
An article in the May issue of the Chicago Booth Review discusses the ongoing discovery of investable factors, which it says are “being discovered almost as quickly as they can…
JPMorgan: Late Cycle Can Bring Big Gains
A recent Bloomberg article addresses the question of whether to “push the sell button on winning trades,” given that the global economy has entered the late stages of the current…
Value Investors Face Existential Crisis
Many investors have “drifted away from the hallmark of value investing championed by the likes of Benjamin Graham and Warren Buffett: actively picking stocks the market has overlooked.” This according…