Interest rates have a significant impact on security prices, according to an article by Morningstar’s Alex Bryan, CFA, the firm’s Director of Passive Strategies Research, North America. Bryan writes that,…
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Value Stock Picks in an Elevated Market
Although today’s market is a bit pricey, it still offers some values if you shop around and properly evaluate a company’s operations and financials. This according to Validea CEO in…
Buffett Poised to Win Million Dollar Bet with Protégé
In 2007, Protégé Partners executive Ted Seides wagered a bet that hedge funds (heavily criticized by Buffett) would outperform index funds in the following decade, according to an article in…
Tepper Likes the Market's Economic Backdrop
In a recent CNBC interview, Appaloosa’s David Tepper said that while stocks are not “really cheap,'” current economic conditions provide a solid backbone for the market. “Listen,” Tepper argued, “it’s…
Bill Gross Warns Investors to Preserve Capital
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…
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…