Notwithstanding the market’s strong run in 2016, many money managers feel uncertain as to the impact of the Trump administration both domestically and globally, according to several Morningstar Medalist managers.…
Chasing Dividend Yield Into a Value Trap
In their ongoing pursuit of dividends, investors should be careful not to indiscriminately buy with only dividends in mind, according to strategists at Mellon Capital in this week’s Barron’s. “Building…
Arnott: Emerging Markets Hold Promise
Although EM stocks have taken a beating in recent years, things may be looking up, writes Validea CEO John Reese in this week’s TheStreet. Reese offers insight from Research Affiliate’s…
Barron's: Active Funds Could Make a Comeback
After years of weak performance and a battered reputation, there may be better days ahead for active fund managers, writes Jack Hough in this week’s Barron’s. Investors have been favoring…
Five Picks that Could Get a Boost if Dodd-Frank is Repealed
There is a flurry of debate over the Dodd-Frank Wall Street Reform and Consumer Protection Act (commonly referred to a Dodd-Frank), the negative impact it has had on small, regional…
Expectations for 2017 Market
An overview of expectations and factors that could affect the market in the coming year were outlined by strategist Burt White of LPL Financial in a recent Barron’s article. GDP:…
How to Use the News to be a Contrarian Investor
If you follow the lead of media hype in your investment decisions, writes InvestmentNews senior columnist John Waggoner, you “might meet the same fate as most contrarians: Flat on the…
Top Stock Picker Follows Graham and Dodd
“For the second consecutive year, the top stock picker is a practitioner of the valuation model introduced in the 1930s by Columbia University professors Benjamin Graham and David Dodd,” writes…
Pushing the Envelope Has Paid Off for Select Hedge Funds
On the whole, the past year hasn’t been great for hedge funds, but those who “ventured far afield” seemed to do better, according to a recent article in The Wall…
Mauboussin on Active Vs. Passive Management
A paper co-authored by Michael Mauboussin of Credit Suisse addresses important issues to consider in relation to the continued and increasing shift from active toward passive fund management. Those investors…