At this month’s 2017 Morningstar ETF Conference, Alex Bryan interviewed Chris Brightman, the chief investment officer of Research Affiliates, to discuss concerns regarding smart beta products. Here are some highlights:…
Morningstar Study Analyzes Strategic-Beta Fund Performance
A study conducted by Morningstar, summarized in a recent article by the firm’s Alex Bryan, CFA, attempts to determine whether investors can duplicate strategic-beta fund performance with a combination of…
Global Synchronicity Evident
A recent article in ETF Trends offers insight on how synchronized economic growth “across the world has been relatively rare in the past half-century, and suggests to us a global…
Would You Fire this Guy?
By John Reese — If there’s one thing that’s hard to persuade investors to be, it’s patient. The urge to chase the hot idea or the manager with the dazzling…
Podcasts of the Week: Tisch, Rothman & Brown
By Jack M. Forehand — With so many great investing podcasts out there, it can be difficult to identify the best ones. Through our new Podcasts of the Week segment,…
Cohen's Comeback Revisited
In a follow-up to an article it published a few days earlier, Bloomberg recently reported that hedge fund manager Steven Cohen “is preparing to raise as much as $10 billion…
Low Inflation Consensus May Too Strong
The failure of central-bank models to forecast the slowdown in global inflation “leaves investors in the dark about the most important economic measure today and why it’s so low,” according…
Fund Manager Hussman Stands By His "Permabear" Strategy
The mission of the Hussman Strategic Growth Fund is to “outperform the broad stock market over complete market cycles…but seeks to limit its downside risk using derivatives, such as options…
Factor Strategy Focus – Benjamin Graham
By Jack Forehand — When we started following guru-based models, the term factor investing didn’t exist. We just wanted to find a way to outperform the market, and we realized…
Cohen Preparing for a Comeback
Billionaire Steve Cohen, the former head of the firm SAC Capital Advisors—which pleaded guilty to securities fraud in 2013 and agreed to pay a record $1.8 billion fine—is considering starting…