Artificial Intelligence and Stocks

Yin Luo, head of quantitative research, economics and portfolio strategy at Wolfe Research, is a longtime champion of artificial intelligence (AI) and its potential to transform investing, according to a…

Investors are Behaving Less Badly

New evidence suggests that investors may be shifting their habit of buying high and selling low, according to a recent article in The Wall Street Journal. The article reports that a…

Small School Endowment at Top of Class

Quinnipiac University is “beating the biggest names in higher education at investing with the help of an unlikely force: the stock picker.” This according to a recent article in The Wall…

Small Cap Premium at Historic High

A recent article in Indexology Blog reports that, for the first half of 2018, small caps are outperforming large caps by the largest margin in eight years. In the past four…

The Dow's Dilemma

In June, the Dow Jones Industrial Average ejected General Electric Co. in what a recent Wall Street Journal article describes as an “effort to adapt a 19th-century index to a 21st-century economy.”…

Trouble for Quant Hedge Funds

The rise in market volatility has resulted in poor results for many quant funds, according to a recent Bloomberg article that says, “They were caught flat-footed in February when markets turned…

Wall Street Looks to Superforecasting

The importance of accurate forecasting is leading some firms to using so-called superforecasting—a statistical approach in which “large numbers of estimates are averaged to find the most likely answer.” This…

Morningstar on Investment Truths

A recent article in Morningstar recounts insights from AQR’s Cliff Asness on the following two questions: Can current stock valuations help predict future returns?  “Probably yes,” writes Asness, “but not…