An article in Bloomberg addresses the question as to why “impressive corporate earnings results nor the synchronized pickup in global growth nor record levels of stock buybacks by companies has…
A New Generation of Hedge Funds
Ralph Arndt, CIO of Australia’s Future Fund, an A$166 billion ($125.3 billion) sovereign wealth fund, sees hedge fund investment as a “necessary tool to help reduce risk while providing uncorrelated…
Will Passive Investing Become an "Expensive Mistake?"
A recent article in Advisors Perspectives shares an interview with fund managers Matthew McLennan and Kimball Brooker, Jr. of First Eagle’s Global fund, which holds over $55 billion in assets.…
Private Equity is Losing Its Appeal, But You're Already Invested
“Even if you’ve never talked to a fund manager, or don’t have any idea what a leveraged buyout is, your financial future still depends on this enigmatic world of finance,…
Is the Bull Market Tired?
A recent Bloomberg article claims that individual investors are making professional traders “nervous” this year. “Small investors’ recent interest in stock picking stands in contrast to the long-term trend in…
Yardeni Says Inflation is Dead
Market strategist and economist Ed Yardeni says recent concerns about rising interest rates, wages and deficits are “overshadowed by more powerful long-term forces,” according to a recent article in Financial…
Most Read Post on Validea’s Guru Investor
Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] The Devil is Often in the Details in Investing [2] U.S. Companies Facing $4…
Oracle of Oxford is In the Red
A recent Bloomberg article reports that British “master” stock-picker and Buffett disciple Neil Woodford, whose flagship fund had outperformed his peers in 2015, is now “in the red and his…
Buybacks Are Bullish
“If you need a reason to be in stocks right now,” says a recent Barron’s article, “you can look no further than the growing tidal wave of share repurchases.” By…
Canadian Fintech Uses Machine-Learning For Bond Issuance
A financial technology start-up in Toronto wants to change the way corporate bonds are issued, according to a recent article in The Economist. The company, Overbond, uses “machine-learning algorithms powered…