In a report outlining its market outlook, Pimco said it sees the potential for a recession hitting over the next three to five years. This according to a recent article…
Corporate Profits Weaker than They Seem
While U.S. companies are reporting strong profits in the first quarter, government data reflects otherwise. This according to a recent article in The Wall Street Journal. Thomson Reuters data shows that…
Funds Could Boost Expected Rates of Return
Fiduciaries may be overlooking a “very simple and lucrative source of expected returns,” according to a recent article in Chief Investment Officer. The article explains how fund return forecasts are…
Soros: Global Financial Crisis Brewing
In a recent speech, billionaire money manager George Soros warned that the European Union is facing an “imminent existential threat,” according to an article in Bloomberg. Soros cited a surging…
Insights on Exploiting the Inefficiencies in Small-Cap Stocks
A recent article in Advisor Perspectives outlines an interview with Judd Peters, a portfolio manager of the Hotchkis & Wiley Small Cap Diversified Value Fund. Here are some highlights: Investment…
Goldman: Stocks May Be Hearing Credit Warning Bell
Strategists at Goldman Sachs say that U.S. investment-grade debt has trailed equities for a month and has been “behaving in a way that portended the last big equity shakeup,” according…
U.S. Investors Return Home as Global Growth Wanes
Economic worries overseas are leading investors to return to U.S. stocks, according to a recent article in The Wall Street Journal. The article reports that recently, global stocks have underperformed U.S.…
U.S. Bond Payments Exceed That of Other Developed Nations
For the first time in almost twenty years, U.S. government bonds are paying more than investors in debt from other developed countries, according to The Wall Street Journal, which says…
Small-Cap ETFs Showing Big Returns
Small-caps are poised to get a “significant boost this year,” according to a recent article in Barron’s. “While much of the broad market has been stuck in the mud,” the…
Most Read Posts on Validea's Guru Investor
Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] Tools You’ll Need for the Next Bear Market [2] Emerging Markets in Tough Spot,…