A recent study conducted by Morningstar that analyzed returns from actively managed stock and bond funds between 2003 and 2016 found “no relationship between any type of management change and…
Gross on Threats to Economy Going Forward
The quantitative easing that has occurred in the post-Lehman era has led to a situation, writes fund manager Bill Gross in a recent Barron’s article, where central bank balance sheets…
Investors Who Dare to Be Different Stand a Better Chance for Success
By John P. Reese In 2006, Oaktree Capital co-chairman Howard Marks wrote a memo titled Dare to Be Great in which he delivered a simple but provocative statement about investing:…
Bill Miller's Fund is Top Stock-Picker
The winner of the quarterly Wall Street Journal Winner’s Circle contest—which identifies the U.S. stock fund with at least $50 million in assets (and a record of more than three…
Leading Economist Says Stocks Can Continue to Climb
Although U.S. stock valuations are stretched, economist and leading authority on behavior finance Andrew Lo says this can continue for years due to growing demand for equities by retirement funds,”…
Nuveen's Doll Says Earnings Are Bolstering Market
Earnings are fueling the current market climate, according to Nuveen chief equity strategist Robert Doll’s recent Barron’s article. Doll shared the following insights: Following what he refers to as a…
Timeless Quotes and Lessons for Every Investor from Buffett
An article in Yahoo Finance from earlier this year outlines a list of iconic quotes and lessons from billionaire investing legend Warren Buffett. Here are a few: Investing isn’t too…
Activist Investor Hymowitz Focuses on "Evolving"
When EnTrustPermal’s chief executive Gregg Hymowitz sat with the performer Usher at a friend’s wedding in 2012, he asked the celebrity how he made the transition from child artist to…
Hulbert: Study Shows Rise in Short-Selling a Bearish Sign
A study recently published in the Journal of Financial Economics found that short sellers “on balance are right more than they’re wrong” writes Mark Hulbert for MarketWatch, arguing “it’s worrisome…
Research to Help Choose Between Active or Passive Investing
A new research paper by Vanguard provides a framework for the decision between active and passive investing, according to an article on the company’s website. The paper intends to help…