…invested in index funds. “While a large figure,” Swedroe writes, “it represents less than 20% of the global equity market. Is there anyone who thinks the other 80% of assets…
Search Results for: low-volatility funds
Will a Stock Exodus Follow Rate Hikes?
…from domestic equity funds than new money invested.” He argues that a mass migration of assets away from bond funds to stock funds, therefore, cannot have been the cause of…
Bidder Wins Lunch with Warren Buffett for $3.3 million
…free meals, health care and other services to the city’s low-income and homeless people. The winner—one of six bidders– will be able to invite up to seven friends to the…
Pimco Expects U.S. Treasury Yields to Peak at 3.5%
…term. The negative correlation between bonds and stocks, he said, offers diversification and volatility-adjusted returns. “Nothing is pound-the-table cheap,” Mead asserted, but added that the rising yields allow investors to…
Indexing Will Fail Investors in Coming Decade
…implications with respect to productivity. The middle class is seeing declining spending power. “Low- or no real wage growth negatively affects aggregate demand and partially explains why GDP growth is…
Factor Performance in First Quarter
…cuts) and an “underweight position in consumer discretionary and technology shares.” The low volatility factor helped “cushion the market’s decline late in the quarter,” the article reports, adding that this…
Rob Arnott on Indexing
A recent article in Barron’s outlines recent research by “modern-day Socrates” Rob Arnott, founder of Research Affiliates, which suggests “index-fund managers are willfully ignoring low-hanging alpha—the ability to beat the…
Interest Rates are the Market's New Boss
…at the beginning of the year. With low unemployment and inflation “warming up,” the article notes that the Fed is set to keep hiking rates. “Yields,” it adds, “will face…
Chinese Stock Market a Step Closer to Global Community
…economy. And, from a valuation perspective, it’s not a bad time to be entering the market: China’s local shares are priced near a record low relative to their overseas-listed counterparts.”…
Institutional Investor's Rich List
In May, Institutional Investor published its “Rich List” of the world’s 25 highest-earning hedge funds– which, it reports, earned a total of $15.38 billion (approximately $615 million each). In order…