In a recent note to clients, AQR’s founder Cliff Asness asked for perseverance and forbearance as the firm slogs through a rough patch. This according to an article in Institutional…
Stocks and Bonds Rising in Sync for Now
A 60/40 mix of U.S. stocks and bonds generated a 13.6% return through the first six months of this year, “the best start for this portfolio since the first half…
Hedge-Fund Exposure Signals Caution for Equities
A boost in exposure to U.S. stocks by trend-following hedge funds may be signaling a decline is in the offing. This according to a recent article in Bloomberg. The article…
This Value Investor Sees a Comeback in the Offing
Atlantic Investment Management founder Alexander Roepers thinks things are about to change for value investors, according to a recent article in Institutional Investor. In a report published last month on…
Value Investing Might Be Dead and Here's Why
“Value investing might have lost its value,” according to a recent CNBC article, citing comments from asset management company AB Bernstein that describe the classic strategy as “increasingly irrelevant thanks…
Five Questions: Questioning Conventional Wisdom With Lawrence Hamtil
By Jack Forehand, CFA (@practicalquant) Anyone who reads my articles regularly knows that I am a big user of Twitter. Some of the best investors in the world regularly post…
Recession Coming Soon? Not According to Google Trends
Google trends data are not showing that a U.S. recession is looming, says a recent article in Bloomberg. Analysis by the firm DataTrek Research shows that Google queries for coupons,…
The Fee Free-Fall Will Continue
Mutual fund fees have been on the decline for seven years, and the trend isn’t expected to slow. This according to an article in Institutional Investor. The article reports that…
Investing Insights from Joel Greenblatt
During a recent interview at the CFA Society New York, author and legendary investor Joel Greenblatt offered perspective and insights regarding the state of value investing and its future outlook.…
Momentum Investing - the What, the Why, the How and the Risks
By Justin Carbonneau (@jjcarbonneau) At the most basic level, momentum investing in the context of security selection can be defined as buying securities that have done the best over the…