…recent note that is cited in the article. Large caps are already investing in “key areas…including digital, supply chain, and advertising and promotional spend optimization,” Grundy portends, with companies adopting…
Search Results for: investing greats
Factor Investing for Retirement with DFA's Mathieu Pellerin
In this episode, we combine two of the topics we often cover on the podcast. We talk both retirement planning and factor investing with Dimensional Fund Advisors Senior Researcher Mathieu…
Show Us Your Portfolio: Larry Swedroe
…and articles than we can list in that pursuit. We talk with Larry about how he takes his evidence-based approach to investing and translates it into managing his personal portfolio….
The March to a $10 Trillion Company
…it highlights the importance of a long-term investing approach. Despite market fluctuations and the constant ebb and flow of individual companies, the overall trajectory of the market has historically been…
Seeking Persistent Growth in Technology Investing with Deepwater’s Gene Munster and Doug Clinton
…Can quantitative criteria help to identify persistent growth companies 13:28 – The role of valuation in growth investing 16:13 – How do higher interest rates and inflation impact tech investing?…
Bridging Financial Planning and Factor Investing with Northern Trust's Peter Mladina
In this episode, we speak with Northern Trust’s Peter Mladina. Peter has published extensive research in the areas of both financial planning and factor investing. We discuss his work in…
Making A Case For Including Tech Stocks In A Value Fund
…to normalize again, value investing has become popular once again, and the time may be right for a convergence of the two typically-opposed trends. Many well-known tech companies that have…
Malkiel: Enhance Index Investing With Tax-Loss Harvesting
Though Burton Malkiel, the author of the classic investing book A Random Walk Down Wall Street, has long favored passive management, he takes an active approach to enhancing a portfolio’s…
Value vs. Growth Is In The Eye of the Beholder
…lure in investors, but now indexing has dominated the investing world. While that’s opened up investment opportunities for the general public, it also puts the responsibility of picking—and understanding—stocks on…
Malkiel: Enhance Index Investing With Tax-Loss Harvesting
Though Burton Malkiel, the author of the classic investing book A Random Walk Down Wall Street, has long favored passive management, he takes an active approach to enhancing a portfolio’s…