Many traditional investment portfolios are created by mixing asset classes to spread risk and optimize returns. However, the Financial Times recently reported on a growing shift by more sophisticated institutional investors…
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Waiting to Exhale: What Lies Ahead After the Brexit Vote?
“The healthy economy is one that makes its own decisions,” says Rob Arnott of Research Affiliates concerning possible fallout from Britain’s vote to stay or leave the European Union. In…
An Oldie but Goodie: Dow Jones Utility Average Hits All-Time High
The Dow Jones Utility Average (DJU) was created back in 1929 to house utility stocks previously represented in the Dow Jones Industrial Average (DJIA). In a recent article published by…
Investors Not Buying this Bull Market
Even though the S&P continues to hover over a new record high, investors don’t seem to be buying it–metaphorically or literally. This according to journalist James Mackintosh of the Wall…
Asness and Arnott Talk Market Timing, Smart Beta and Behavioral Biases
Maybe not always. At least that was the upshot of a debate between Cliff Asness of AQR and Rob Arnott of Research Affiliates, panelists at the recent Morningstar conference in…
Fundamentally Sound Stocks Win When Recessions Loom
Whether it’s interest rate hikes or China’s slump or US weakness, investors have found a myriad of economic reasons to worry in 2016 — and they’ve expressed their worries by…
Guru Screen of the Week: Looking for high Book-to-Market Stocks with Sound Fundamentals
This week, we bring you the Stock Screen of the week from Validea. On Validea.com, you can screen for stocks using the site’s Guru Stock Screener, which scores stocks based on…
Buy and Hold, Then Hold Some More
The old adage “if it ain’t broke, don’t fix it” can apply to many situations, and perhaps the world of investing is among them. A recent article in Investment News…
Top Aberdeen Manager Starts at the Top
“We won’t look at a company until we talk to management,” says Ralph Bassett when summing up the investment strategy he and his co-managers use at Aberdeen US. Small Cap…
Will This Rally Be Different?
As the stock market shows signs of a rally much like that of 2015, should we be optimistic that it will reach new highs or prepare ourselves for another disappointment?…