McKinsey Global Institute’s recent report warns investors to dial back their investment return expectations. The report cites the finance and investment trends that supported the “golden era” between 1985 to…
Category: All
For all our posts.
The Long, Long Term Rip Van Winkle Approach
Imagine an investor who makes an investment and falls asleep for 20 years. One might think the results of that investment might be very poor, but in Harold J Bowen’s…
Manager with Growth (and a Hint of Value) Drives Long Term Returns
Stocks of some large cap growth names may look expensive at current levels, but Aziz Hamzaogullari, manager of the top performing Loomis Sayles Growth Fund still sees plenty of…
Motley Fool's Gardner: "Buy High and Try Not to Sell at All"
While passive index funds are all the rage, top-performing investor David Gardner says he still thinks investors will do better picking individual stocks than they would buying index funds –…
Diversification: The Only Free Lunch on Wall Street
The value of long term asset diversification, sometimes known as “the only free lunch on Wall Street” is discussed in a recent MarketWatch article offering “Five Steps to Beating the…
Closet Indexers Will Go the Way of the Buggy and the Whip
“The decade long run of money moving out of actively managed mutual funds in favor of passive indexes and exchange-traded products speaks volumes about investors’ palate for active management these…
Curb Your Enthusiasm
Richard Turnill, BlackRock’s chief global investment strategist, advises investors to “curb their enthusiasm.” Turnhill commented in BlackRock’s most recent weekly market commentary: “We see a global portfolio made up of…
Understanding the Behavioral Continuum on Your Way to Becoming a Better Investor
Shreenivas Kunte, director of content at the CFA Institute, recently wrote about the Behavioral Continuum and how it affects our decision making process. He contends that “behavioral patterns extend across…
Hussman on High Plateaus and Poor Precedents
John P. Hussman of Hussman Funds examines permanently high plateaus in the market and their poor precedents in a recent installment of Hussman Funds’ Weekly Market Comment. He predicts a market retreat over the completion of the current market…
Asness vs. Arnott on Smart Beta, Factor Timing, and Performance Chasing
Cliff Asness, co-founder of AQR Capital Management, added fuel to the debate over “smart beta” investing with a recent paper attacking arguments made by Rob Arnott of Research Affiliates. Arnott,…