A new study has raised questions as to whether smart beta mutual funds, which are on course to reach $1 trillion in assets by the end of 2017, are as…
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Behavioral Finance is Alive and Well
An article in last month’s MorningstarAdvisor provides a “brief tour through the history of behavioral finance” and offers some insights as to what might lie ahead. “Behavioral finance as a…
Stocks that Could Appeal to the Value Investor
In a recent article for The Globe and Mail, Validea CEO John Reese discusses the hefty divergence between growth and value stock performance so far this year and offers insights…
Gundlach: Bond Market Trouble Ahead
DoubleLine Capital CEO Jeffrey Gundlach believes the recent bond sell-off is a “sign of more pain to come for Treasury bulls,” according to a Bloomberg article from earlier this month.…
Study Reveals New Predictive Factors for Stock Performance
A recent study by finance professors at the University of Missouri and Renmin University of China set out to analyze the predictive power of more than 18,000 factors with respect…
Ben Graham-Inspired Value Stock Picks
While recent attention has been directed toward growth stocks (primarily FANG), the temptation to abandon a value strategy is “exactly the type of thinking that trips up investors,” writes Validea…
Singapore's Sovereign Wealth Fund Warns Investors About Looming Market Risks
Singapore sovereign wealth fund GIC is warning investors that low readings in the market’s “fear gauges” could be signs of trouble down the road, according to aBloomberg article from earlier…
Buffett's Airline Bet and Four Picks
In anticipation of its Prime Day this month, Amazon prepared for an onslaught of orders by “getting its delivery ducks in a row, including a fleet of over 20 dedicated…
Lessons Learned from a Decade of Market Expansion
In a recent Barron’s article, Bessemer Trust Chief Investment Officer Rebecca Patterson shares insights regarding the economic expansion that has occurred over the last ten years, “seeking to uncover lessons…
Buffett-Inspired Picks that Could Outrun the Bulls
Using the annual “Running of the Bulls” as a backdrop, Validea CEO John Reese offers insights in a recentForbes article concerning the current bull market and how investors can avoid…