…to alternatives,” except for utilities and consumer staples, which are trading at historically high valuations because of their low volatility–which appeals to investors looking to mitigate mitigation in their portfolios….
Search Results for: low-volatility funds
Is Traditional Value Investing in the Danger Zone?
…the work involved with properly analyzing companies to see which are trading below their fair value. It concludes: “People that declare value investing is dead because companies with low P/B’s…
In a Stock and Bond Twilight Zone, Balance is Key
…of these seemingly helter-skelter markets” by holding stronger equities while bidding up high-yield debt. He told Bloomberg, “We’re in this twilight zone of low growth, low inflation and low rates….
Buffett Annual Letter Offers Advice to Pensions and Endowments
In his annual letter to Berkshire Hathaway shareholders, CEO Warren Buffett tells pension funds and endowments to eliminate high-cost “helpers” that eat into returns, according to an article in Chief…
Bernstein Sees Buy Signals for Value Stocks
…example, view the low-priced equities as potential value traps, arguing that undervalued industries like automakers and utilities are “in the grip of unusually strong disruption trends.” But Bernstein strategists are…
Five Questions: An Inside Look at ETFs with Chris Hempstead
By Jack Forehand (@practicalquant) — ETFs are both the present and the future of asset management. The combination of lower fees relative to mutual funds, tax efficiency, transparency, and intraday…
New ETFs Face Nasty, Brutish and Short Lives
An article from Bloomberg columnist Barry Ritholtz shares insights he gathered from industry professionals at the Inside ETFs conference held in February. “New exchange-traded funds must endure a brutal Darwinian…
An Energetic Defense of Stock Screening
…the bulk of their money into index funds. Gerstein cites a passage from his book Screening the Market (Wiley 2000) touting the advantages of screening methods to identify stocks “based…
Top Stockpicker Steps Off Hedge Fund Stage
…in 2018 Lone Pine’s long-short hedge funds declined by about 5%. The firm has said he will continue to advise the firm and will remain a member of its management…
Jim O'Shaughnessy on the Psychology of Investing
…appealing aspects and might represent a store of value if it saw less volatility. But volatility causes uncertainty. Fear, greed and hope, O’Shaughnessy argued, have wiped out more wealth than…