…low volatility, and each of them has their case as to why their approach is better than the others. But at their core, all these strategies rely on one basic…
Search Results for: low-volatility funds
It's a Great Time to Be an Active Manager
One prominent asset manager says that dominated of today’s market by passive funds and quantitative strategies is creating opportunities for his actively managed funds. This according to an article inInstitutional…
Ray Dalio on Unpredictability of Markets
…instead of going their own ways;” · “Central banks are more directly involved in markets than ever before, helping to damp volatility.” The article highlights other market trends: specifically, that BlackRock…
Stock Rally Causing Look-Alike Portfolios
A study by Bank of America Merrill Lynch found an overlap in the top 50 stock holdings among mutual funds and hedge funds. This according to an article inThe Wall…
The Gains and Losses Associated with Locking Up Money
…He adds, “other versions of the idea have ultimately flopped.” But he adds that Faber would entice investors to bite with low management fees that decrease over time and would…
Black Rock Money Manager on the Retirement Crisis and Climate Change
…as the flow of funds moves from institutional investors to asset managers and ultimate to corporations (where asset managers allocate capital), “you see corporations making unbelievable short-term decisions”—he cites share…
Hulbert: A New Approach to Momentum Investing
…factors, “with each pair representing the opposite ends of a particular dimension—such as market cap in the case of large-cap versus small.” Other factors observed included quality, liquidity and volatility….
Is Any Hope for Value Investing Postponed?
…emotion out of investing.” · The increase in “capital-light companies means traditional value metrics such as price-to-book don’t work anymore.” · Low interest rates benefit fast-growing companies, “and so punish struggling value…
Cliff Asness Explains Why Perseverance & Forbearance Are Needed
…references the legendary Warren Buffett: “one of the secrets of Buffett’s success is that he takes a lot of volatility. In fact, he runs a portfolio with volatility generally well…
Stocks and Bonds Rising in Sync for Now
…investors stability during times of market volatility, giving them the opportunity to “rebalance into falling stocks or use bond proceeds for spending needs.” The first half of the year was…