…be the most pronounced for those who follow trend following strategies. Since trend following strategies will sell if the market is below a specific moving average, and stocks tend to…
Search Results for: low-volatility funds
Hedge Funds Share Best Ideas Before Dumping Stocks
A recent article in Bloomberg discusses the tendency for hedge funds to pitch their best investment ideas at investor conferences, only to then “sell pitched stocks after the conferences to…
Will Future Robo Advisers Be More Ethical?
…use algorithms to “provide low-cost, automated portfolio-management services to investors seeking discount advice,” but the tools have limitations. “Critics say not only are robots incapable of providing the kind of…
Rising Rates Hurt Real Estate Stocks
…in a lower interest-rate environment.” While investors tend to purchase shares of real-estate firms and other stocks like utilities for “safe, bond-like returns,” the article reports, as the Fed implements…
Swedroe on Active Management in Emerging Markets
…as well as academic research, Swedroe makes the case that, “at least for investors who do not have access to institutional EM funds, active management is a loser’s game.” For…
In Private Equity, the Past May Be a Guide to Future Results
…the article points out, that individual partners in private equity firms are an even better indicator of which funds will do well, adding that management changes could disrupt those firms’…
Considerations in Momentum Investing
…rise this year as tracked by the S&P 500. The table below shows that 99% of the market return in 2018 can get boiled down to a handle of tech…
Fidelity Uses Star Managers for New Fund
…fund’s benchmark (Russell 2000 Index) by more than 400 basis points annually since 1989. James Lowell, editor of the Fidelityinvestor.com newsletter, said that launching the new fund in Canada insulates…
Swedroe Talks Factors and Fixed Income
…diversification benefits and potentially better returns due to low (or negative) correlations between style premiums and market premiums, as well as “low sensitivity to macroeconomic and financial market environments.” …
Morningstar: Investors are Making Better Use of Their Funds
…seen emerge over the years with respect to strong investor returns. “Low costs and relatively low-risk funds tend to work much better for investors,” the article notes, adding that “knowing…