As all eyes continue to be on the president-elect, questions abound regarding if and how he will implement the changes he championed on the campaign trail. In the meantime, however,…
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Index Fund Bubble on the Horizon
Index funds have been “bumping up” the prices of all stocks in the major indexes as managers put “record amounts of shareholder money to work,” says an article in last…
Howard Marks on the Post-Election Markets
In last week’s Barron’s, Oaktree Capital’s Howard Marks reflected on the presidential election and offered a wealth of insight regarding both its complexities and its multi-layered and far-reaching implications. With…
Morningstar Ratings and Future Fund Performance
In a recent paper published by the firm’s quantitative research team, the Morningstar Rating, also known as the “star rating”, is summarized and evaluated with respect to accuracy. Morningstar now…
Grantham: Current Market is an "Anti-Bubble"
The U.S. market is unlikely to “go bang” the way some have in the past, says Jeremy Grantham, chief investment strategist and co-founder of asset management firm GMO. In a…
Quant Strategy Pros and Cons
Anthony Ledford, chief scientist at U.K.-based investment management firm Man AHL, has mixed feelings regarding the hype around quantitative models and their potential impact on the hedge fund industry. In…
Stock Picks for All Ages
Reeling in the millennial set is a challenge faced by many U.S. businesses, and the world of investing doesn’t seem to be appealing to this group of tech-focused, well-educated consumers.…
Veteran Fund Managers Part II
In yesterday’s blog post, we shared some insights from tenured money managers regarding the patience necessary for investment success. An article in last weeks’ InvestmentNews offered more feedback from this…
Bob Doll Talks Trump - 10 Takeaways for Investors
In this week’s Barron’s, Nuveen Asset Management’s chief investment strategist shared his list of the primary implications for investors of the Trump victory: Equity markets may remain generally positive toward…
Zweig's Market Survival Guide
There’s a lot of talk among investors about beating the market, but in a recent Wall Street Journal article Jason Zweig suggests that many overlook the challenge of merely surviving…