A recent article in CFA Institute addresses the question of how Artificial Intelligence (AI) might impact the world of investing. Investment professionals have watched AI emerge with what the article…
Mark Mobius: No Recession and Trump in 2020
In a recent interview with Barron’s sister-publication Financial News, veteran investor Mark Mobius said, “I don’t see a recession risk,” explaining, “the simple reason is that with interest rates going…
Think Twice When You Hear Predictions of a Market "Crash"
The “c” word (i.e. crash) is “awfully good at grabbing investor’s attention,” but there’s no way to know when it will arrive, according to a recent article in The Wall…
KKR on Volatility in Private Markets
A recent paper by private equity firm KKR argues that, although the increased leverage and smaller company sizes typically included in private equity portfolios should lead to more volatility in…
Rob Arnott Talks About a Fanmag Bubble
In a recent interview with Financial News, Research Affiliates partner Rob Arnott argued that the surge in valuations of the largest U.S. tech stocks is unlikely to continue, adding that…
Factor Portfolio Returns and Implementation Costs
A recent Advisor Perspectives article by BAM Alliance director of research Larry Swedroe discusses the degree to which implementation costs may affect factor premiums. Swedroe first offers a checklist of…
Glamour Stock Excitement Starting to Fade
Although in recent years glamour stocks — companies with “big expectations and pricey shares, but little or no profits”—have paid off big because their popularity has boosted share price, “there…
The Case For Dividend Investing Via The Dividend Aristocrats
Investors looking for high-quality stocks to own for the long-term should consider investing in dividend stocks, particularly high-quality dividend stocks like the Dividend Aristocrats. To be a Dividend Aristocrat, a…
"Halloween Indicator" More Trick than Treat
In a recent MarketWatch article, columnist Mark Hulbert suggests that those buying into the so-called “Halloween Indicator”—that is, a six-month upside for stocks—may be disappointed. “That pattern is based on…
Loomis Sayles on Investors' Biggest Challenge
A recent article in Advisor Perspectives offers market insights from Dan Fuss, vice chairman of Loomis Sayles, who argues that climate change is now “the greatest challenge facing society and…