Warren Buffett is sticking with his value investing philosophy despite the rally cry among some that, this time, the strategy is “dead.” This according to an article in Bloomberg. While…
CalPERS Moves $150 billion Under New Strategic Asset Allocation
As part of the implementation of a new strategic asset allocation adopted in December 2017, the California Public Employees’ Retirement System shifter $150 billion. This according to an article in…
A New Method for Rebalancing Helps Systematic Models Get Better
By Justin Carbonneau (@jjcarbonneau)—-Talk about the Markets and/or Invest with Justin —-A centerpiece for most systematic investing models is a “refreshing” of the portfolio positions, which is also often referred…
Why is Warren Buffett Buying Bank Stocks?
Berkshire Hathaway has been fueling its bank holdings over the past year and is now among the five largest shareholders in several including Bank of America, JPMorgan Chase and Goldman…
Morningstar: Minding the Gap in 2019
A recent article in Morningstar reports the findings of the firm’s annual Mind the Gap study in which it evaluates the cost to investors associated with the timing of investments.…
Why Stock Dividends Are Slowing Down Around the World
The latest installment of the quarterly Janus Henderson Global Dividend Index shows that while second-quarter global dividends hit a new record, they grew at a slower rate as a result…
How Bad Will the Next Recession Be?
While we may know that a recession is coming, a recent Washington Postarticles argues that the timing and severity is difficult to predict. Still, it says, we can look for…
How to Profit from Negative-Yielding Debt
Although the global purchase of negative-yielding bonds—which has reached nearly $17 trillion–may seem like a losing proposition, a recent Bloomberg article outlines three ways that these securities can be traded…
The Culture of Value Investing
In a June interview with WealthTrack, host Consuelo Mack talked to the senior portfolio managers of Tweedy, Browne Company—a firm which in the past held brokerage accounts for both Benjamin…
Warning from El-Erian: Negative Interest Rates Would Be Disastrous
In response to the recent yield curve inversion, Allianz chief economic adviser Mohamed El-Erian warned that negative yields in the U.S. could wreak as much havoc as political upheaval. This…