…there are still many funds out there that are either the same as or very similar to the market, but charge much higher fees. Investors in those funds are paying…
Search Results for: low-volatility funds
Research Affiliates Says Spread Factor Bets
…are under- or out-performing. The strategy employs five factors; value, momentum, low risk, quality and size, says Lee, all of which were well-vetted in academic research and across geographies. The…
El-Erian: Factors that Could Disrupt Global Growth
…net creates risk,” says El-Erian, explaining that “systematically important central banks are not currently trying to suppress volatility (unlike during past periods of instability). Growth differentials should be tracked, as…
Tips for the Contrarian Investor
…cash flows or earnings expectations; negative sentiment, and low trading volume or turnover. “Just because something is unpopular doesn’t make it a good investment,” the article concludes. “Combining contrarian thinking…
Small-Cap Picks from Top Global Investor
…undiscovered companies can beat passive funds.” Larsson says his strategy is supported by his team’s deep understanding of local business cultures—he spends two to three months a year on the…
The Losing Battle to Consistently Beat the Market
…which measures the difference between a fund’s performance and the performance of investors within the fund, is typically significantly wider for active funds than their index counterparts. This is caused…
Harvard and Yale's Investing Models Should be Available to Every Investor
…aggressive than a traditional 60/40 portfolio,” adding that, on average, large endowments allocated roughly 90 percent of their assets to stocks, private assets and hedge funds and just 10 percent…
Pimco Says U.S. Recession Possible in Next Three to Five Years
…recession will be “shallower because there are no signs of corporate and housing overinvestment or excessive consumption that would need to be unwound. But it will be longer because low…
Funds Could Boost Expected Rates of Return
…need for any change in investment policy or governance, and concludes,” an innovative public fund and other funds that have adopted this approach have reaped its long-term rewards.” …
Insights on Exploiting the Inefficiencies in Small-Cap Stocks
…short-term volatility in the stock price.” Peters delves deeper into his team’s investment style and allocations. He says, “We don’t set out to overweight or underweight a sector based on…