…largest bond funds), and Woodford “froze his fun after veering into unlisted equities” and announced plans to close his firm. The events, the article notes, have “shaken the region’s asset…
Search Results for: low-volatility funds
Asset Class Defined
The preponderance of low interest rates has created an environment in which product providers offer investors new asset classes to diversify their risk, but a recent article in CFA Institute…
Value Investing Headwinds
…following major headwinds for value investing: Interest rates: One of the most powerful headwinds, says de Vaulx, has been what he described as “ultra-low” interest rates that have been distorted…
The Great Index Fund Takeover
…The article argues, “Where the critics agree is that index funds, as good as they are for investors, may be also indirectly harming consumers and workers.” It cites a comment…
The Elusive Definition of Risk
That lesson has not customarily been taught in business schools, where volatility is almost universally used as a proxy for risk. Though this pedagogic assumption makes for easy teaching, it…
State Pension Funds Face “New Normal”
…“These changes reflect a new normal in which forward-looking projections of expected economic growth and yields on bonds are lower than those that state pension funds have historically enjoyed.” The…
The Future of AI in Stock Picking
…got the idea during a business school lecture on hedge funds he attended at UC Berkeley four years ago: “Khatua imagined that something powerful might come out of the ability…
‘Hoodwinked’ Institutions Pushing Back on Private Equity
…runs private equity at Achmea Investment Management, the accuracy of IRR is compromised by the industry’s increased use of subscription credit lines (to finance transactions before funds ask for capital…
Learn from Peter Lynch but Don’t Think You Can Replicate Him
…can’t be higher than 80%. Lower is better. Free Cash Flow Per Year-to-Current Shar Price 35% or higher Net Cash Per Share-to-Current Share Price 30% or higher *to determine the…
A Proven Strategy for Disciplined Growth Stock Investing
…flow can be more critical than earnings. 3 — Cash flow from operations exceeds net income: This measure attempts to reward firms who are generating cash flow, which tends to…