…they use it. Cash Hoard If you follow the economic news, you probably have heard that American businesses are flush with cash. The chart below from Bloomberg and the Federal…
Search Results for: low-volatility funds
A List of Investing Dos and Don'ts
In a September memo, Oaktree Capital’s Howard Marks outlined six investment options for a “low-return world.” In a follow-up article from Bloomberg, author Ben Carlson presents the pros and cons…
Market Divergences Making Traders Nervous
…The Wall Street Journal. These include: Decreased market breadth—the low proportion of stocks that are contributing to market gains; Breakdown of some indexes amidst highs in others—Although the Dow, S&P…
The Truth About Stock Market Anomalies
…generic low-cost broad-based index funds.” Two strategies that “held up” in the research were value and momentum, and simpler momentum strategies performed better than more complex approaches (such as those…
Nasty Capital Gains Season is Underway
A rising stock market carries with it some hefty tax bills for mutual fund shareholders, according to a recent Morningstar article. Many active funds have been dealing with asset outflows…
Insights from Fidelity's Veteran "Low-Price" Fund Manager
…stocks priced at either under $35 or those with a “higher-than-index-earnings yield (that is, a low P/E).” The new definition, he says, represents an effort to find low-priced stocks relative…
The Importance of Expectations in Investing
…stocks is not about figuring out which stocks trade at high valuations and which trade at low valuations. It is about trying to figure out where the expectations that are…
Does GMO's Jeremy Grantham See a Bubble Coming?
…supported by healthy profit margins. Further, he believes that the Fed’s low interest rate policy “supports share prices by making fixed-income investments less attractive as an alternative to stocks.” In…
This Bull Market Isn't Happy
The current bull market’s backdrop of low volatility, high valuations, and tightening monetary policy are worrisome factors for some in the investment community, according to a recent article in The…
The Most Hated (And Most Loved) Investing Factor
…follow to see what is the cheapest right now. Value stocks have been underperforming for a decade now, so it’s no surprise that nearly all the cheapest factors are value…