Mark Hulbert argues against the conventional wisdom that small-cap outperformance relative to large-caps indicates a positive trend (the idea being that large caps will “have to perform particularly well just…
Greenblatt Blends Active and Passive Strategies in New Fund
Joel Greenblatt, managing partner of Gotham Asset Management, may have figured out a way to make active strategies appeal to passive investors, according to a recent article in Forbes. The…
Loomis Sayles' Fuss Increasingly Cautious on Bonds
As political uncertainties “cloud an otherwise solid economic outlook,” Loomis Sayles vice chairman Dan Fuss says he is more cautious on bonds than he has been since the 1970s, says…
Bob Doll Says a Market Correction is Possible
Bob Doll says that current market optimism may be “overdone and markets could be vulnerable to disappointment” in an article he wrote for Barron’s earlier this month. Still, Nuveen’s chief…
It Might Be Time to Cool Off on Value Stocks
The value stock-trade is getting crowded, according to an article in this week’s WSJ, with some analysts saying they have been “picked over like never before.” The article cites a…
Interest Rate Sensitivity and Low-Vol Investing
Interest rates have a significant impact on security prices, according to an article by Morningstar’s Alex Bryan, CFA, the firm’s Director of Passive Strategies Research, North America. Bryan writes that,…
Value Stock Picks in an Elevated Market
Although today’s market is a bit pricey, it still offers some values if you shop around and properly evaluate a company’s operations and financials. This according to Validea CEO in…
Buffett Poised to Win Million Dollar Bet with Protégé
In 2007, Protégé Partners executive Ted Seides wagered a bet that hedge funds (heavily criticized by Buffett) would outperform index funds in the following decade, according to an article in…
Tepper Likes the Market's Economic Backdrop
In a recent CNBC interview, Appaloosa’s David Tepper said that while stocks are not “really cheap,'” current economic conditions provide a solid backbone for the market. “Listen,” Tepper argued, “it’s…
Bill Gross Warns Investors to Preserve Capital
Under current conditions, warns bond guru Bill Gross, investors would be well served to focus more on preserving capital than earning high returns, according to a recent CNBC article. Given…