The consensus of participants in the CityWire CIO Summit, held in May, was that the 60/40 portfolio may not be dead, but “its condition appears to be critical.” The Summit…
Capitalism and Value Investing
Although value investors have been “on the wrong side of exuberant financial markets for more than a decade,” both the value and growth approach are necessary in a capitalist economy.…
Financial Advisors Won’t Be Replaced by Artificial Intelligence, Says UBS CEO
In a recent interview with CNBC, UBS CEO Ralph Hamers said that artificial intelligence (AI) will not replace the role of financial advisors and is better suited to handling day-to-day…
Buffett’s Favorite Writer on the Value-Growth Quandary
In a recent interview at his annual Strategic Investment Conference, Oaktree Capital Management co-founder Howard Marks shared his thoughts on value and growth investing with John Mauldin (of Mauldin Economics). …
The Biggest Lessons From Our First 100 Episodes
When we started our podcast in 2019, we were hoping we could create something that would be educational and informative for people who follow our content. But one of the…
The Most Ignored Investing Premium
By Jack Forehand, CFA, CFP® (@practicalquant) — Harvesting premiums in investing is a very challenging task for two main reasons. First, to capitalize on a premium, it has to exist. And we never…
GMO’s Ben Inker on Where He Spots Value
Although GMO’s founder Jeremy Grantham began the year by saying U.S. equities were in a bubble, the firm does see a few pockets of value, says its head of asset…
‘Bonkers’ Dollar a ‘Perfect Positive Storm’ for Big Tech
America’s tech giants have grown stronger because of the coronavirus pandemic, according to a recent article in The New York Times that notes, “It’s both logical and slightly nuts.” For…
Gundlach Predicts Inflation Nearing 5%
In a webcast earlier this month, DoubleLine CEO Jeffrey Gundlach shared his thoughts on “distortions brought on by the lockdown and stimulus.” This according to a recent article in Financial…
Sonders on the Stock Market’s Connection to the Economy
In a recent article on Charles Schwab, Managing Director Liz Ann Sonders discusses what she describes as the “nuanced relationship between the stock market and the COVID-19 economy.” Here are…