…lean toward U.S.-dollar-dominated securities, particularly as they approach retirement, given the risks of currency fluctuations, international politics, and higher investing costs abroad. But it’s often patriotism and familiarity that gives…
Search Results for: investing greats
Validea’s Jack Forehand Interviewed on Resolve Riffs Podcast
Validea’s Jack Forehand joined the Resolve Riffs YouTube show and podcast on November 12th to discuss factor investing and our approach to building quantitative strategies. Topics covered in the discussion…
An In Depth Look at Multi-Asset Investing with Westwood's Adrian Helfert
We are currently in a very interesting time for investors. We have experienced a run in equities following the 2020 decline that many did not think was possible. We have…
Avoiding Investment Horror Stories
…editorial director, Morningstar: Investing some of his mad money into BioNTech in late 2020, Flood then saw it skyrocket, but then failed to sell before they dropped to $260 from…
The Different Approaches to Multi-Factor Investing
By Jack Forehand, CFA, CFP® (@practicalquant) — I have always been a big believer that factor investing is an effective way to produce returns that beat the market over time. But I also…
Millennials Will Drive Up Housing Costs For Years
…the Public Service Loan Forgiveness program. They also received $380 million in federal stimulus, and discovered investing (51% of new pandemic-era investors are millennials). In short, millennials have wealth, and…
Sheridan Titman On His Seminal Paper on Momentum Investing and What He Has Learned Since
Momentum was a factor that many academics were very reluctant to embrace. Our guest this week, Sheridan Titman, helped to change that with his 1993 paper “Returns to Buying Winners…
Inflation Equals Value Stocks’ Time To Shine
…in The Wall Street Journal. Value investing had a bright shiny moment earlier this year, then sank back into the shadows as stocks like Tesla soared to triple-digit earnings multiples….
Sustainable & Value Investing Are No Different
Sustainable investing isn’t any different than traditional value investing because both focus on the long view, says Yimei Li, CEO of China Asset Management, in an interview for CNBCat their…
What Has Worked and What Hasn’t So Far in 2021
…retail investors, liquidity). The second point is in order to get the really great returns of concentrated equity investing, you need to be in the strategies during these big years…