A recent piece in Forbes offers 4 suggestions for beating inflation. After noting that “the present 0% rate [of inflation] blends an upward march of 2% in the cost of…
Positioning for 2016
Patrick O’Shaughnessy of O’Shaughnessy Asset Management says “if you look historically at what broad categories do well during period of rising rates . . . value stocks tend to…
Getting Harder to Make Money, Gundlach Says
“It’s getting harder and harder to make money,” says Jeffrey Gundlach, founder of Doubleline Capital. “There are plenty of markets that are falling apart and freaking out,” he observes.…
Apple vs. Google, and Other Market "Playoff" Matchups
With the NCAA’s college football playoff only a couple weeks away, Validea CEO John Reese recently took a look at some stock market “playoff” matchups that feature several global powerhouses,…
Bearishness Overstated, Says Doll
Bob Doll of Nuveen Asset Management says they “expect equities will outperform bonds over the next six to 12 months, although the ride is likely to be bumpy” in…
Be Like Buffett: Go Low -- Low-Beta, That Is
Conventional wisdom has long held that, in investing, greater risk leads to greater reward. But over the past couple years, new research has turned that idea on its head, and…
Securing Alpha From Small-Cap Stocks
Vitali Kalesnik and Noah Beck of Research Affiliates provide a detailed analysis of how investors may be able to capture alpha in the small-cap sector. They liken investing in…
Is the Weakness in High Yield Signaling a Recession?
The Wall Street Journal notes that U.S corporate high-yield bonds are down 2% this year, which would be only the fifth annual loss on a total-return basis since 1995.…
There's Much More to "Buy What you Know" says Legendary Fund Manager Peter Lynch
Peter Lynch, the super-star manager of the Fidelity Magellan Fund until 1990, says the famous advice to “invest what you know” attributed to him leaves out the importance of…
Dividend-paying Stocks Slipping Since Financial Crsis
From 1928 to 2014, dividend-paying stocks outperformed non-dividend-paying stocks by nearly 2%, but that edge has slipped since 2008. John Buckingham, CIO of Al Frank Asset Management, notes that…