…1999), value stocks are currently in their longest period of underperformance ever, interest rates and volatility have both had an extended period at historic lows. Those things have to eventually…
Search Results for: low-volatility funds
Pimco Adviser Says Market's Lack of Fear is Scary
…is at a low, he says, “means most investors are now pretty fully invested and that means they will want to get out if the markets start to correct—exacerbating the…
Blending of the Best of Active and Passive
…satisfying prickly clients and maybe even attracting some new ones. The flow of funds into the “quant” sector has more than doubled since 2009, and high-profile managers (BlackRock, for one)…
Templeton's Mark Mobius to Retire
…joined Templeton in 1987 to launch one of the first funds dedicated to emerging markets, the article says, adding that “his star rose during an ensuing bull market.” He became…
Morningstar Survey Results for Long-Term Stock and Bond Returns
…7.5% for non-U.S. equities; 2% to 3% returns for global fixed-income markets. In its survey response, Vanguard stated, “Elevated valuations, low volatility, and secularly low bond yields are unlikely to…
Hedge Fund Titan Ray Dalio Says American Debt Likely to be a Drag on Growth
…The promise of deregulation and lower taxes, according to Dalio, is not “changing the world as we know it.” His biggest worry, the article says, is that “lower corporate taxes…
Four Top Fund Managers Advise Caution in 2018
…risk assets by purchasing Treasuries, but that today’s low interest rates limit such a strategy. Jeremy Grantham, co-founder of Boston-based GMO (manages $120 billion), is bullish on the emerging markets…
Combining Active and Passive Investing Can "Smooth the Ride"
…your long-term plan. You can give yourself the best chance of active-investing success by choosing highly talented investment professionals, maintaining low relative costs, and sticking to your long-term plan.” …
The Danger of Index Funds Heavily Weighted in Tech
…doing it. “A pullback in the sector will have a bigger impact on the broader market, but arguably many investors in index funds have accepted that is what they signed…
The Realities of Mean Reversion
…lowest volatility year we have had in decades. The average daily change in the S&P 500 for the year was the lowest it has been since the 1960s. And it…