While many believe that equity markets — particularly large-cap equity markets — are efficient, quantitative investing guru James O’Shaughnessy’s firm says the data shows otherwise. “Our research shows that, with…
Category: asset allocation
The Trouble With Playing It 'Safe'
Fear is an incredibly powerful emotion that often serves humans well when it comes to survival. But in the stock market, acting on fear can be dangerous, something Chuck Jaffe…
Rogers: Ride the Fed Wave -- For Now
Commodities guru Jim Rogers says that the Federal Reserve’s loose money policies will end in disaster, but that for now investors shouldn’t fight the Fed. “While madness is going on,…
Sonders Still Bullish, But Wouldn't Mind a Pullback
Charles Schwab Chief Investment Strategist Liz Ann Sonders thinks we are still in the middle of a secular bull market that began in 2009. Sonders tells FOX Business Network that…
Bogle: Don't Rebalance -- If You Can Stand It
Rebalancing the assets in your portfolio back to a target weight is an often-cited common sense tenet of investing. But legendary Vanguard Founder Jack Bogle says you might want to…
PIMCO: The Case for Commodities
The commodities boom that occurred in the late 90s and much of the 2000s may be over, but PIMCO thinks that commodities are still a very worthwhile investment going forward.…
Gundlach Talks Bonds, Housing, and Equities
Bond guru Jeffrey Gundlach says a big shift in market psychology has occurred, with “fear and loathing” ruling the day. He says investors have gone from thinking, “I don’t care…
Ritholtz Sees Long-Term Value In EMs, Europe
Barry Ritholtz of Fusion IQ and The Big Picture blog says he’s dialing back a bit on U.S. stocks, and making bigger pushes into two unloved areas of the market:…
Top Strategist Sees Value in Cash
While stocks have been hitting all-time highs, top value fund manager Charles de Vaulx thinks there’s value in cash right now. De Vaulx’s IVA Worldwide Fund trimmed its stock holdings…
Want Income? You Don't Have to Look Far
With fixed-income yields still exceptionally low, where should investors go to find income? The Wall Street Journal’s Jason Zweig says they may want to look no further than their own…