Two of the most well-known names in investment banking have taken opposing stances in the debate of whether the classic 60% stocks and 40% bonds portfolio structure is outmoded, according…
Greenlight Climbs 36.6%, Recouping Losses
Greenlight Capital rose 36.6% in 2022, recouping losses that have plagued the fund since 2015, reports an article in Bloomberg. The $2 billion fund lost 20.4% in 2015 and 34.3%…
Arnott: Put Money In Multi-Factor Strategies
Back in 2016, founder of Research Affiliates Rob Arnott was cautioning against multi factor strategies. Times have changed, and he’s now advising investors to buy into them, according to an…
Value Investing and Lifelong Learning with Cole Smead
In this episode, we speak with Smead Capital CEO and Portfolio Manager Cole Smead. Smead Capital has built a strong long-term record using a unique approach to value investing. We…
Four Lessons From Andy Berkin and Larry Swedroe
As a factor investor, there are a handful of people I have always wanted to interview for our podcast. We have been lucky to have been able to interview two…
A Complete Guide to Factor Investing with Andy Berkin
In this episode, we speak with Andy Berkin, Head of Research at Bridgeway and co-author of “Your Complete Guide to Factor Investing: The Way Smart Money Invests Today.” We cover…
For First Time In A Decade, Bonds Are Exciting
DoubleLine founder Jeffrey Gundlach is “excited for 2023” after last year’s bond market selloff, reports an article in CityWire. Gundlach made the remarks during a recent webcast, where he also…
The Yield Curve May Be Flashing A False Recession Warning
Economists have been watching the yield curve closely for several months, pointing to its inversion as a clear sign of a recession, but now many of them believe that the…
The Fund Industry’s 15 Top Wealth Makers
Using their database of U.S.-based ETFs and mutual funds, Amy Arnott at Morningstar ranked the 15 top wealth creators in the industry in order to determine which funds have garnered…
Investors Aren’t The Only Ones To Pay Tech Bill
Tech companies have built up their businesses over the last two years, spending enormous amounts of capital in anticipation of greater post-pandemic demand. But that demand has failed to materialize,…