…about 22,000 financial advisers (responses were scored on a scale of 20 to 90, with 20 representing the lowest tolerance). “Perhaps unsurprisingly,” wrote Zweig, “New Yorkers scored near the top,…
Search Results for: low-volatility funds
Tudor Jones: Fed Won't Raise Rates in 2019
…volatility in the market, with swings of up to 15 percent in both directions going forward. Jones added that he would “buy the hell out of” a market downturn. The…
The Best Fund Managers of 2018
…U.S. stock funds averaging a loss of 7.73% for the year, “a handful of managers emerged as big winners, posting double-digit gains for the year.” To name the winners, the…
The Case Against Value Stocks
…doesn’t exist. Whether I believe it or not, I owe it to myself and to those who follow the models I build to be able to make that case and…
Some Thoughts on Multi-Factor Investing
…quality or low volatility, that can help to reduce both the length and magnitude of underperforming periods. It is similar to how a good sports team works. If you have…
Potential and Risk of Personal Data Usage by Investors
…“looking for coders and Ph.D.’s who will work with asset management teams). According to the article, the trend is also being embraced by some pension funds, although it notes that…
Money Managers to Track in 2019
…firm, D1 Capital Partners, grew assets under management to about $5 billion last year, at a time when many hedge-fund managers struggled to attract funds. “Still,” the article says, Sundheim’s…
John Bogle: Passing of an Investing Icon
…In 1977, the article explains, Mr. Bogle and Vanguard again broke from industry tradition when the firm ceased to market its funds through brokers and instead offered them directly to…
Ray Dalio: Investors Unprepared for Next Bear Market
…article in Chief Investment Officer. Dalio, who said that the current bull market was driven by the Fed’s low interest rates, said “everybody’s sort of leveraged long,” adding that, “if…
Investors Getting More Comfortable with Factor Investing
…the first half of 2018, investors would have been better off having exposure also to momentum and quality. Yet, in recent months, value and low volatility investing returned to favor.”…