Dan Fuss on Re-Engineering a 60/40 Portfolio
In today’s rising interest rate environment, Loomis Sayles Vice Chairman Dan Fuss says he would tilt the stock-bond mix toward equities. This according to a recent article in Financial Advisor…
What Has Really Driven the Rebound in Value Stocks? (Ep. 77)
There is a popular narrative out there that value investing is back. And it makes sense given the huge run that many value funds have had off the market bottom.…
Could Now Be Buffett’s Moment to Lend America a Hand?
It’s “never been more clear that America is consumed with the need to invest heavily across a variety of industries to power growth in the years to come,” according to…
Weekly Highlights: Quality on Sale?, Machine Learning, and Why Peter Lynch May the GOAT Stock Picker
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we…
Ritholtz Says Lynch is the GOAT
In a recent Big Picture blog, Barry Ritholtz, CIO of Ritholz Wealth Management, named Peter Lynch the greatest stock-picker of all time (GOAT). Ritholtz notes that the honor would go…
AQR’s Cliff Asness on the Value Outlook
In January, Bloomberg’s Erik Schatzker interviewed AQR co- founder Cliff Asness on the state of value investing and, more specifically, the rough sledding AQR has experienced in the last year.…
Amid Retail Trading Frenzy, Companies Focus on Small Shareholders
The increases in small, retail investors have some companies looking for new ways to engage with their new shareholders, according to a recent article in The Wall Street Journal. “The…
Is Quality on Sale?
By Jack Forehand (@PracticalQuant) — Value investing is far from an exact science. Not only is there significant debate about the proper metrics to use to define value, but there is…