Financial Times reports on the challenges facing active managers, as well as the underperformance. The article notes that “in the first quarter of 2016 most failed to beat whatever market…
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Avoiding the Negative Return Gap
Writing in the Wall Street Journal, former Morningstar analyst John Coumarianos highlights “investors’ self-defeating behavior” and suggests ways to correct it. He notes that Morningstar data shows a “negative ‘return…
The Uniqueness of the Current Bull Market According to S&P’s Stovall
Sam Stovall, Managing Director of US Equity Strategy for S&P Global Market Intelligence, writes that “this is one of the few times in which history might not even be a…
Small Caps Offer Opportunities, Especially When Rates are Rising
Chris Tessin of Acuitas Investments recently authored a piece for the InvestmentNews that outlined the historical pattern of micro-cap and small cap outperformance during periods of rising interest rates. Tessin…
Gabelli (Like Ben Graham) Stresses Investing not Speculating
Speaking recently with CNBC, Mario Gabelli, chairman and CEO of Gabelli Asset Management, offered thoughts on a number of investing topics. Gabelli considers himself an investor, not a speculator. Gabelli…
Consuelo Mack On the Best Advice from Investors like Buffett, Templeton and Bernstein
On the WSJ Watching Your Wealth podcast, Consuelo Mack, anchor and executive producer of WealthTrack, shares some of the best investment advice from her many years of investing and journalism…
Underperformance Among Active Managers in First-Quarter Volatility
A recent Bloomberg article highlights the first-quarter’s unusual volatility, and the underperformance of many active managers – a group one might expect to have gained in such conditions. The article…
Good Strategies Look Beyond Earnings
Whether it’s talk about earnings growth or earnings estimates or price/earnings ratios, stock market news is usually filled with discussions of corporate earnings. But in his latest for Seeking Alpha,…
Forecasts are more like “Aftercasts”
New research illustrates how strongly the recent past influences investor expectations, as Wall Street Journal columnist Jason Zweig notes. Research by Professors William Goetzman, Robert Shiller, and Dasol Kim concluded,…
Market Shifting From Momentum to Value
A pair of brief pieces in Barron’s, one by columnist Jack Hough and the other on behalf of JPMorgan, discuss the implications of the recent selloff in momentum stocks. As…