“Biblically responsible investing, or BRI, is booming as investment managers who are losing assets to index fund strive to find new niches,” writes columnist Jason Zweig in a recent article…
Five Questions: Factor Timing with Nicolas Rabener
By Jack Forehand, CFA (@practicalquant) Factor timing is a pretty controversial topic in the quantitative investing world. On one hand, we are all taught that we should buy low and…
Active Managers are Flopping Where They Shouldn't Be
Although active managers argue that “inefficient investment areas like small-cap stocks and emerging markets are where they shine,” a new report from Willis Towers Watson found that they are missing…
Ivy League Endowments Are Making the Same Mistakes
Return data from university endowments for the fiscal year ended June 30th “is not pretty,” writes columnist Barry Ritholtz in a recent Bloomberg article. Ritholtz cites return estimates of 8.7%…
Ray Dalio's Power Branding
A report released earlier this month by Peregrine Communications shows that Bridgewater Associates founder Ray Dalio is mentioned more often in the media than State Street Global Advisors and Natixis…
The 'Sweet Spot' Stocks Most Investors Miss
Midcap stocks have been met with indifference by many investors, but may be worthy of some attention, according to a recent article in Investor’s Business Daily. So far this year,…
Shiller: What People Say Can Set Off Recession
While economic and monetary policy as well as “leading indicators” can provide insight regarding the state of the markets and the economy, “they have severe limitations as forecasting tools. This…
One Quant Sees Value Rotation as Growth Bubbles Over
Value stocks are “poised to generate some of their best returns in a quarter-century,” says QMA CEO Andrew Dyson (QMA is the quantitative arm of PGIM). This according to a…
How Value Investors Can Navigate Short-Term Volatility
In a recent interview, Samantha McLemore, CFA, portfolio manager of Miller Value Partners‘ Opportunity Equity fund, offered insights regarding how value investors can navigate market turbulence. Here are some highlights…
Ritholtz: Passive Doesn't Rule the World
“The hype about passive taking over the investing world is just that–hype.” This according to columnist Barry Ritholtz in a recent article for Bloomberg. “Active management in the U.S. trounces…