Why the Nightmare Continues for ‘Value’ Investors
New research by two professors at New York University and the University of Calgary suggests that we’re calculating “value” incorrectly, according to a recent article in MarketWatch. The researchers claim…
Hedge Funds Use Alternative Data for Covid-19 Edge
Alternative data, the multibillion-dollar industry that taps into unusual information such as satellite imagery and measurements of social media sentiment, is seeing a surge in demand as companies continue to…
These Three Assets are More Attractive Against Weakening Dollar
Since late March, the U.S. dollar has fallen by almost 10% against other global currencies, which could have a series of implications for investment portfolios. This according to a recent…
In Appreciation of Warren Buffett
In recognition of Warren Buffett’s ninetieth birthday, an article by McKinsey & Company takes a look back at the “steady genius” of one of America’s most influential and wealthy business…
Gold Prices Hitting New Heights: A Guide to the Market
A recent article in The Wall Street Journal offers a guide to the gold market, which hit an all-time high during the pandemic. Here are key takeaways from the article:…
Fuss Says 1970s-Style Inflation Coming
Loomis Sayles vice chairman Dan Fuss is confident that the long-term outlook includes 1970s-style inflation and doubts that the U.S. economy is headed for a V-shaped recovery. This according to…
The Different Shades of Active Management
Active management deserves all the criticism it gets. After all, over 80% of equity managers underperform their benchmarks over the long-term and active managers charge vastly higher fees compared to…
Will the End of the Bear Market Be the Start of the Bubble?
“If you went to sleep on Feb. 19 and woke up on Aug 14, you would think that nothing had happened.” This according to a recent article in Barron’s that…