…expectations as well as low interest rates. The recent sell-off, he adds, will “undoubtedly make the Federal Reserve think twice about is plans to raise rates.” Kaissar underscores the lofty…
Search Results for: low-volatility funds
You Might Need Fewer Funds Than You Think
…for mutual funds and ETFs “exploding,” the article says, ‘investors might be tempted to purchase more funds.” It argues, however, that they can assemble a diversified portfolio with fewer than…
The Misconceptions About Bubbles
…above what we have ever seen before, it is actually well below what we saw in the late 90s. And this bull market has been notable for the lack of…
Bull Market Could End by 2019, Says Guggenheim's Minerd
…to rotate sector weightings. “Passive funds follow an index, so when valuations become rich in one sector they don’t have the option to underweight and move to another sector.” …
Paul Tudor Jones Says Inflation is Looming
…article says, Jones suggests that the days of betting on continued market gains may be numbered. The fund manager cites central bank policies and low market volatility as “the photo…
S&P Says High Corporate Debt Could Trigger Defaults
…from tax reform measures won’t be sufficient to offset these risks. According to S&P’s Terry Chan, “When debt is this steep and default rates are low, something’s gotta give.” …
Hulbert: This Timing Model Says Bull Market Has Peaked
…model calls for increasing your exposure to the stock market when it is at well-above-average levels and decreasing exposure when—as it is now—it’s well below average.” The VLMAP is currently…
Aiming for Private Equity-Like Returns Using a Small Cap Value Quant Strategy
…factors and quality factors. As the authors state in their paper, “The ideal leveraged stock has high Gross Profit/Assets, and low-to-moderate LT Debt/Assets, a low valuation in terms of EV/EBITDA,…
The Age of FOMO Investing
…and then watching the market trade lower. You feel shame because you know you’re the patsy.” The article also points out the tendency for investors to be lulled into buying…
A Tale of Two Small-Cap Indexes
…over 90% of investment funds focus on the Russell 2000, but this index has underperformed its S&P peer for more than twenty years. “The difference isn’t trivial, either,” the article…