…most investors underperform the funds they invest in, and how they act during periods of volatility and decline is that reason. When you are faced with volatility, keep in mind…
Search Results for: low-volatility funds
Top-Ranking Hedge Funds
A recent article in Institutional Investor lists the top-earning hedge funds. The list is headed by Ray Dalio’s Bridgewater Associates, the world’s largest firm with $122 billion under management as…
Burton Malkiel on How to Invest in an Overpriced Market
…mutual funds have a 1% annual expense ratio, then fees will eat up a large part of that low-single-digit-return. The one thing I’m certain of is that minimizing costs is…
The "Near Perfect" Investing Environment May End Soon
…easing “into reverse,” could exacerbate the situation. The article concludes with, “None of these dangers is sure to materialize in 2018,” asserting that inflation can stay low and economic conditions…
There is Never a Good Time For Active Management – But Now Might Be One
…merit of each position is. Take a look at the chart below from Morningstar. It shows an S&P 500 index fund compared against all other funds in its universe. The…
Could the Housing Market Be Too Hot?
…a steep run-up in housing prices fueled by low interest rates followed by a series of rate increases has exposed “rot in the woodwork” and prompted loan defaults. The Fed’s…
Soroban Capital is Among Funds Returning Client Money
…year. Managers want to be able to be smaller and more nimble to take advantage” of that volatility. Recently, the article points out, hedge funds have “come under pressure after…
Global Growth Accelerating: Reasons and Risks
…evidenced by low volatility and high valuations). With regard to bitcoin, Hyman says, “I’ve seen greed for the first time since the tech bubble.” He describes this as a “manifestation…
Gundlach's Market Outlook
…services producers are showing “little cause for concern.” Consumer confidence is high. “A relatively low yield spread between junk bonds and Treasury bonds of comparable maturities indicates that investors are…
Hedge Funds Waiting for the Next Bear Market
“No one is more eager for the next bear market than long-short hedge funds,” reports a recent Bloomberg article. These funds, the article explains, are not designed to keep up…