…bid dips” and fuel volatility. According to Barry Bannister, Stifel’s head of institutional equity strategy: “The coronavirus is reminiscent of 1990 in terms of stock-market effect. A short, sharp, out-of-the-blue…
Search Results for: low-volatility funds
Downside-Protected Funds
In 2018, Bruce Bond and John Southard listed their ETFs that gave exposure to stock index returns while offering downside protection, which are getting increased attention as markets continue to…
Vanguard Dips Toe into Private Equity
…very different investing worlds,” the article states, noting the contrast between Vanguard’s reputation for keeping things simple (by offering low-cost index funds) and the inherent complexity of private equity funds–which…
Some Thoughts on Market Panics
…and found a couple of charts to back that up too. I even reminded people that volatility is par for the course when you invest in the stock market. I…
One Investor’s Attempt to Revolutionize Private Equity
…funds have long used quant strategies in public markets, cracking private markets is tough as they’re less transparent,” the article reports, adding, “CircleUp, in seeking to figure it out first,…
Highlights: Buffett’s Annual Letter to Shareholders
…Although he notes that lower rates have led to a drop in float value for the industry, he adds that “Berkshire’s situation is more favorable than that of insurers in…
The Value Premium is Smaller, but Not Dead
…the shift to market volatility rather than to rattled investor confidence. The article concludes: “Even with the uncertainty and shrinking premiums, there are still reasons to believe in value. The…
Five Questions: The Future of Asset Management with Meb Faber
…death at a time, and this transition from investors allocating to high fee “do nothing” funds that are tax inefficient to lower fee choices that probably are much better suited….
Sixteen Quant Leaders Weigh-In on What Happens Next
…more defensive with factors like minimum volatility or quality.” Inigo Fraser Jenkins, Head of Global Quantitative Strategy, Sanford Bernstein: “The big challenge in investing for the next 10 years is…
Five Questions: A Balanced Look at the Future of ETFs with Nate Geraci
…company will end-up with a lower weighting in most funds. This seems pretty obvious to me. A question I always ask of people advocating for ESG funds is whether they…