Barron’s reports on market developments that appear to signal a shift favoring value investing after a long stretch in which growth dominated. “The market’s leadership has begun to change,” writes…
Finding "True Signals" in Volatile Markets
Writing on the CFA Institute’s Enterprising Investor blog last month, founder and CEO at SVM Asset Management Colin McLean says “volatile markets raise[] the noise level” in talk about investing,…
Is the Next Peter Lynch or Warren Buffett Waiting in the Wings as Value Emerges
Bloomberg reports on the market shifts toward value as “returning to an era when stock pickers reigned,” drawing on comments by Bank of Montreal’s Brian Belski, who said “it’s a…
Channeling Warren Buffett To Find Good Company Managers
Every investor wants to buy stock in companies with good management. But while billionaire shareholders can get face time with corporate managers and tours of plants and facilities, individual investors…
Does Passive Investing Distort the Market?
The New Yorker reports on concerns that the growth of index funds may distort the market. Since Jack Bogle introduced the first indexed mutual fund in 1975, their low fees…
Why Smart Beta May Not Be So Smart Right Now
The “smart beta” investing movement has gained a lot of followers – and fund inflows – over the past few years. But now there are signs that the influx of…
Warren Buffett's 5 Tips For Long-term Investing
“I know what markets are going to do over a long period of time,” says Warren Buffet in a recent clip presented by Asset TV, “they’re going to go up.”…
What Makes a "Superforecaster?"
Writing in Adviser Perspectives, mathematician and economist Michael Edesess discusses Philip Tetlock’s work examining “superforecasters” with co-author Dan Gardner. Superforecasters, as Edesess explains, are the few volunteers in Tetlock’s forecasting…
DoubleLine's Gundlach Identifies Downward Pressures, Warns Against Fed Rate Hike
Jeffrey Gundlach, CEO of DoubleLine Capital, delivered a fairly grim assessment in a recent webcast, Financial Advisor reports. Characterizing the recent bump in stocks as a bear-market rally, Gundlach pointed…
Style Drift Can Play a Role in Outperformance
Former Morningstar analyst John Coumarianos says, “my research shows that some funds with the best records over the past 15 years moved to different parts of the style box.” Writing…