…investors to low-volatility strategies. Value stocks “crashed hard.” In July, the Fed took a “dovish stand and reduced the target interest rate” for the first time since the financial crisis,…
Search Results for: low-volatility funds
Hindsight Capital’s Decade of Wins
…return. The Fed would not allow asset prices to fall. “The euro zone and its banking system were fatally flawed and bound to suffer;” China’s economy would undergo transition and…
The Biggest Mistake of My Career, And What l Learned From It
…our research website and had the idea to develop funds based on the quantitative strategies we run. They seeded the two funds with a few million dollars each and we…
Capitalism is Ruling Without Capital
…to make a profit. And with rates spectacularly low for a decade, the economic “moat” once provided by factories, retail branch networks or other big physical investments is no longer…
Stock Market Forecasts are Mostly Worthless
…invest, put it into low-cost, diversified index funds. Find a stock-bond mix that you are comfortable with. And if you realize you’re not comfortable, change it until you are—and then…
Tracking Fund Performance is Tricky
…whether funds that have beat their benchmarks or peer groups are likely to continue their outperformance. The study found that less than half of the top-performing funds as of September…
Morningstar Study: Which Investment Factors Work?
…run high-income stock funds praise dividends,” the article says, adding that the Morningstar findings “support their claims. Higher-yielding stocks have indeed outgained their lower-yielding rivals, and steadily, too.” The article…
Research Shows Ideal Team Size for Money Manager
…actively managed funds are team managed, in contrast to 1992 when 67% of U.S. stock funds were run by a single manager. Mauboussin says that finding the right team size…
Global Economy Hooked on Debt Needs More to Revive Growth
As policy makers across the globe face low growth and piles of debt, taking on more debt seems to be the favored strategy to reviving their economies. This according to…
New Link Between Stocks and Bonds reflects Change in Market
…from equities into bonds as they near retirement.” While in the past, yield curves have flattened when central banks raised rates (lifting short-term yields), investor nervous about a slow growth…