…from rising inflation expectations. Arnott notes that while bonds have lagged sharply for the past three years, not many investors have bailed out of bond investing because bonds are familiar…
Search Results for: investing greats
How Will Increasing Passive Investment Affect Market Efficiency?
Writing for Bloomberg View, Stony Brook professor Noah Smith asks, “As passive [investing] takes over more and more of the asset-management universe, will the market become more efficient or less?”…
IVA's Charles de Vaulx on Global Economy, Markets, and Value Investing
…De Vaulx maintained that “value investing – if executed properly – is more relevant than ever” because of forces such as widening credit spreads and the realization that “liquidity is…
Guru Stock Screen of the Week: Top Rated Guru-Approved Financials
…on the fundamental stock selection criteria of legendary investors. The firm’s models are based on investing legends such as Warren Buffett, Peter Lynch, Benjamin Graham, Kenneth Fisher, Martin Zweig, David…
The Short Side of Activist Investing
A recent Bloomberg Gadfly piece observes that “investors who make bearish bets on stocks and then lay out their case publicly” have delivered a “performance as a whole [that] is…
When Should You Rebalance?
…his latest column for Canada’s Globe and Mail. “Ben Graham – the man known as the ‘father of value investing’ – would have considered rebalancing (even on an annual basis)…
The Importance of Dividends for the Long Term Investor
…and we believe investors seeking and investing in high dividend paying stocks should take note of this research. There are a number of factors that make Buckingham positive on dividend…
Primecap: A Growth-Oriented, Independent, Long-Term-Focused Shop
…their peers over the last decade. The firm began in 1983 when Howard Schow founded it with Theo Kolokorones and Mitchell Milas. A year later, legendary advocate of passive investing…
Active Managers Face Tough Climb, But Some Worry About Growth of Index Funds
…exacerbating momentum-related impacts. Further, Rajan explains that concentration effects of passive investing means that “to them that hath, more shall be given.” In the environment of growing passive investments, Laith…
Small Caps Offer Opportunities, Especially When Rates are Rising
…investing in these asset classes.” There are two reasons why small companies tend to outperform during these periods. First is that larger companies tend to borrow more during periods of…