In a Bloomberg Radio interview earlier this month, Vanguard Group founder Jack Bogle shared a pessimistic view on the future of U.S. pension funds. According to the Bloomberg account of…
Search Results for: low-volatility funds
Market Movements are Factor-Led, Not a Tech Rotation
…suggests a more likely explanation might be that computer-driven funds “liquidated or readjusted factor exposure.” Andrew Lapthorne, global head of quantitative strategy at Societe Generale SA, is quoted: “To get…
What BitCoin Can Teach You About Investing
…further future gains. 2) Staying the Course Through Volatility is Key to Investment Success One of the best things many people who own cryptoassets have done is to research and…
The Invasion of Artificial Intelligence
…be a burden to firms grappling with the outflow of funds to index strategies. That said, the article points out, “machine learning is showing it can get ahead of the…
Longtime Bull Jeremy Siegel Predicts a Milestone
…believes that headwinds from inflation and political uncertainty could create downward pressure and add volatility to the market in 2018. Another variable, Siegel pointed out, is the Fed’s monetary policy,…
Luck or Skill? Focus on the Process, not Performance.
…illusion of skill—an investor’s inflated, misplaced confidence in their own abilities to choose winning stocks. In fact, in his book Thinking, Fast and Slow, Nobel Laureate Daniel Kahneman makes the…
Goldman Sachs: High Valuations Mean Pain is Coming
…500 index stocks and 10-year Treasuries), according to Goldman, generated a 7.1% inflation-adjusted return since 1985 compared with 4.8% over the last century. Given Goldman’s expectation of lower but positive…
Soc Gen Says Time is Right for China Stocks and Emerging Bonds
…expected levels of volatility of any asset anywhere in the world over the next 12 months.” The team offers the following additional observations: Expected returns and volatility trends are improving…
Vanguard Expects Low Market Returns
…in some cases exceeded companies’ improving fundamentals. In the report, he concluded, “For 2018 and beyond, our investment outlook is modest, at best. Elevated valuations, low volatility and secularly low…
Microcap Fund Shows Big Gains
…31%–which, according to Morningstar data, beat 92% of small-cap growth funds. “The fund’s 1.67% expense ratio,” the article says, “is pricier than the average small-cap growth fund, but the duo…