A study by Bank of America Merrill Lynch found an overlap in the top 50 stock holdings among mutual funds and hedge funds. This according to an article inThe Wall…
The Gains and Losses Associated with Locking Up Money
In a recent article for The Wall Street Journal, columnist Jason Zweig discusses the pros and cons of a newly proposed fund called the “Forever Fund” in which investors would…
Black Rock Money Manager on the Retirement Crisis and Climate Change
In a recent Barron’s, Mark Wiseman, head of BlackRock’s equities group, made a strong case for long-term investing and offered solutions to short-termism and the retirement crisis in the U.S.…
Tips for Reading Financial News
The first in a series of CFA Institute articles on how to read financial news addresses the issue of consensus, noting how the expectations behind it form a “logical starting…
Small-Cap Troubles Signal Economic Worry
Small company stocks have been hit hard this year, and “investors are beginning to wonder if that is a taste of what is to come with the wider market.” This…
Hulbert: A New Approach to Momentum Investing
New research has shown that a more effective way to profit from the momentum effect is to buy the “hottest” factors rather than the best-performing stocks. This according to a…
10 Characteristics of Top-Performing Investment Teams
A recent article in CFA Institute outlines the findings of a research project by Focus Consulting Group intended to identify the common attributes of high-performing investment teams. The study—which consisted…
It's Time to Protect Stock Profits, Says $338 Billion Manager
Deutsche Bank Wealth Management ($338 billion AUM) has cut equities from 50% to about 40% of its portfolio and expects that trend to gain momentum in the second half of…
Is Any Hope for Value Investing Postponed?
The “horrible” performance of value stocks over the past twelve years begs the question of whether the strategy can still work, according to a recent article inThe Wall Street Journal.…
Top Forecast Says Ruble Rally Headed for Crash
The Bank of Russia’s move toward monetary easing will lead to the ruble sinking by about 9% against the dollar by the end of the year, says the analyst who…