…of Barron’s 100 most influential women in finance. We also take a deep dive into factor investing and how Dimensional views the major factors including value, momentum, profitability and investment,…
Search Results for: investing greats
The Importance of Flows
…be a major driver of what happens going forward. [2] Passive Flows It is hard to argue that passive investing has been anything but good for the average investor. Since…
Investing’s Four Horsemen
In a piece for Morningstar Magazine, Don Phillips, managing director at Morningstar, discusses the ever-present threats to portfolios, known as “the four horsemen of the investor apocalypse”: complexity, concentration, leverage,…
It Pays To Automate Your Finances
…in The Wall Street Journal. It might serve investors better to get into autopilot mode, and utilize one of the many tools available that can automate spending, saving, and investing….
Mike Green on the Dangers of the Rise of Passive Investing
The case for passive investing is a very strong one. With most active managers failing to keep up with the market, the arguments for passive are difficult to refute. But…
Musk & Wood: Passive Funds Have Gone Too Far
…criticism of passive investing. While Musk, the CEO of Tesla Inc., said that passive investing has “gone too far,” Wood, the founder of Ark Investment Management, replied that the shift…
Netflix Is Now One Of The Worst Performing S&P 500 Stocks
…of its own stock this year, and the company has begun laying off employees. The real lesson here, the article contends, is that there is inherent risk in investing in…
Value Will Trounce Growth, Says MLIV Survey
After dragging behind growth since the 2008 financial crisis, value investing is once again winning, thanks to increasing bond yields chokehold on tech stocks, according to the latest installment of…
Evaluating the Current Arguments in the Value vs. Growth Debate
…Euclidean Technologies looks at the relationship over time. https://www.euclidean.com/value-investing-as-a-hedge-against-inflation The data to support value outperformance during high rate environments is less strong, though. AQR looked at this in their paper…
Autocracy Is A Poor Investment
…a naive way of thinking. Investing in Russia, which usually only amounts to a small portion of a diversified investor’s portfolio, is risky enough, but investing in China could be…