…of London columnist Ian King citing the dot-com bubble-burst as evidence of “a salutary lesson to those who preach the virtues of index trackers in offering low-cost, low-risk exposure to…
Search Results for: low-volatility funds
Market Wisdom from Howard Marks
…debt on companies; o Rising bond yields offer more competition for stocks; o The threat of trade war. “We are living in a low-return world right now,” says Marks, and…
Larry Jeddeloh: New Era for Markets is Here
…economic slowdown will be driven by the market, and the “low for the market should come in the fourth quarter,” adding, “the S&P will fall to somewhere between 2600 and…
Relative Performance of Growth vs. Value Stocks
…2018) of the Russell 1000 Growth and Value Indexes of 84% and 30%, respectively, adding that it is the result of both the low valuations of growth stocks at the…
Swedroe on Persistence in Active Investment Performance
…equity managers. Making matter worse is that a stronger likelihood existed of the best-performing funds becoming the worst-performing funds than vice versa.” The report does show persistence in one area,…
It's Hard to Predict Bear Markets
…market conditions:” Determine which investment strategy works for you—keeping in mind that “index vs. active isn’t an all-or-nothing decision—you can combine fund types within your portfolio.” Choose low-cost funds. Be…
Market Insights from Omega's Cooperman and Einhorn
…a lower valuation than the S&P.” Hedge funds, Einhorn says, have the ability to outperform. During quantitative easing, he says, they underperformed due to low volatility and a high correlation…
Value Investor Channels Buffett
…for value funds include a significant amount of cyclicality–meaning they include stocks that are sensitive to the ups and downs of the economic cycle (i.e. industrials, basic materials, energy and…
Volatility Presents Hidden Risk to Hedge Fund Returns
…their returns.” Blitz says that moving away from a low-volatility factor represents one of the “top three drivers of fast money performance.” While the article acknowledges that the low-volatility factor…
Most Read Posts on Validea's Guru Investor
Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] The Benefits of the Other Side [2] Hussman Predicts Sharp Stock Market Plunge…