By Jack Forehand, CFA, CFP® (@practicalquant) — Active investment managers have a pretty dismal long-term record. Depending on which study you look at somewhere between 80% and 90% of managers underperform their benchmarks…
Investing in a World of Low Expected Returns with AQR's Antti Ilmanen
Investors have enjoyed above average returns for decades now. But long-term evidence suggests that those lofty returns won’t last forever. In this episode we take a deep dive into the…
Will This Bear Market Lead To A Recession?
U.S. stocks are officially in a bear market after they declined 22.5% through June. This would be the 7th bear market in the last 50 years, and within that small…
S&P 500’s Rough First Half Doesn’t Indicate Much About The Second
The first half of 2022 was the worst for the S&P 500 since 1970, but that’s not necessarily an indication of what the second half has in store. According to…
High-Yield Bonds Look Like Bargains
Investors looking to buy low may find bond prices much more appealing after a terrible first half of the year for fixed-income markets, the worst on record, posits an article…
Value Investors Bet On Market Leadership
There aren’t many corners of the stock market that haven’t been hit by the massive selloffs this year, but value shares seem to be holding up better than most, according…
Investors Should Try To Time The Market
While it’s pretty consistent advice to not time the market, an opinion piece in Bloomberg suggests that investors attempt to time the market at least once, not by buying in…
Siegel: We’re Already In A Mild Recession
In an interview with CNBC’s Squawk Box, professor of finance at the University of Pennsylvania’s Wharton School of Business Jeremy Siegel said that we are already in a mild recession,…
The Average Investor's Guide to the Current Bear Market
It would be an understatement to say there has been a lot going on in the market this year. Rising inflation has changed the game for economic policy makers and…
Fear Is Missing From This Bear Market
The CBOE Volatility Index—known as the “fear gauge” that measures investor sentiment—has been surprisingly below levels of past bear markets, reports an article in Bloomberg. According to strategists, that’s because…