Professor C. Thomas Howard of University of Denver (also CEO of AthenaInvest) reports in Advisor Perspectives that his research shows underperformance among actively managed equity funds is caused primarily by…
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Jeremy Grantham's Outlook for 2016 and Beyond
Jeremy Grantham authored a piece for Barron’s recently in which he argues that “the positive effects of low resource prices are underestimated,” maintains that we are not in a bubble…
David Samra, Top International Stock Picker, Sees Buying Opportunity
Bloomberg reports that David Samra, the Artisan Partners fund manager who won Morningstar’s international stock manager rankings for picks during the 2008 crisis and again in 2013, sees opportunity in…
Ed Yardeni's Optimistic View of the U.S. Economy
Ed Yardeni of Yardeni Research recently told Barron’s he expects a “difficult and choopy” year, but “the U.S. will come out of this in good stead.” He observed that “the…
GMO's James Montier on Fed-Induced Bubbles, Alpha, and More
James Montier of Grantham Mayo van Otterloo’s (GMO’s) Asset Allocation team spoke with Advisor Perspectives recently about interest rates, behavioral biases, and other key factors affecting markets. He said that…
Recent Correction Brings Opportunity says Karabell
In a piece for Barron’s, Zachary Karabell, head of global strategy at Envestnet, argues that recent changes in equities markets should be seen as a normal correction that offers opportunities.…
Artificial Intelligence Descends into Investment Management World
Wired profiles the rise of artificial intelligence (AI) in investment management. Ben Goertzel’s company, Aidyia, recently began using AI to make real trades. Another company, Sentient, has been making trades…
Hulbert: Stay in Equities Through a Bear Market
In his column for Barron’s, Mark Hulbert reports that his analysis shows that “the best bear market strategy may very well be to stay 100% invested in equities.” He says…
Technology and a Decline in Economic Growth
Stony Brook finance professor Noah Smith briefly critiques Northwestern University professor Robert Gordon’s argument that “the golden days of growth are over” in a recent BloombergView post. Smith summarizes Gordon’s…
Top Market Timers Are Bullish
Mark Hulbert reports at Market Watch that, based on his survey, “the stock market timers with the best records are bullish, on balance, while those with the worst records are…