Portfolio managers are bombarded with financial information and must become adept at sifting out what is useful. In a recent Enterprising Investor article, Robert Martorana, CFA, offers some tips on…
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Guru Martin Zweig: Earnings-Focused Stock Hunter
Since the age of 13, Martin Zweig was determined to become a successful investor. He succeeded in a big way, and his stock recommendation newsletter (the Zweig Forecast) was ranked…
"Quantimental" Fund Management Raises Eyebrows
It seems that name-melding has extended beyond the ranks of celebrities (think Brangelina and TomKat) to the world of fund management. An article in this month’s Pensions & Investments explains…
Byron Wien's Outlook on the Markets, the Economy, the Election and More
With so many forces at work in the markets and the global economy, there is a lot of uncertainty simmering on many levels. In a Barron’s article from earlier this…
Billionaire Advice Might Not Fit the Bill for All
Another round of advice on sticking to an investment plan might sound like our needle is stuck, but this time we’re coming at it from a slightly different angle. Bloomberg…
GMO: Don't Bail on Hedge Funds
The fall in rates since the financial crisis has benefited stocks and other long-duration assets while hurting short-duration assets such as hedge funds, says GMO’s Ben Inker. “The characteristics that…
Passive Investors Should Avoid these Three Mistakes
While data supports the widespread belief that passive (or index) and ETF investing offer consistently competitive returns, a recent article in Money magazine advises investors to avoid three common mistakes when…
Morningstar's Ben Johnson on Multifactor ETFs
Factor investing is to portfolio construction what macronutrients are to the diet, and diversifying a portfolio to include various factors is as important as doing so with asset classes in…
Politics and Investing: Don't Go with Your Gut
Research shows that the effect presidential elections have on investment decisions is based primarily on whether or not an investor’s favorite candidate wins or loses. In a recent Wall Street…
Is Smart-Beta Investing Smart?
Smart-beta investing is getting a lot of attention and Chris Brightman, chief investment officer of Research Affiliates, has covered a lot of ground in this territory. However, while this investment…