…of the firm CFRA, who says that DoubleLine’s funds continue to outperform their peers which attracts investors, notwithstanding the fact that the firm’s fees aren’t particularly low. “As long as…
Search Results for: low-volatility funds
In a High Market, Investors Should Prepare for a Downturn
…markets are heading.” The article points out that the current economic expansion is the third longest since 1854, and that the low volatility has been “almost supernatural.” Regarding the risk…
Opportunity in Emerging Market Bonds
While low inflation is presenting a challenge for the Fed and the European Central Bank, it is playing out differently in emerging markets, according to a recent article in The…
BlackRock's Ang on Factor Investing
…value dividend yield, momentum and quality (for return enhancement), and low volatility (to reduce risk). Ang’s faith in the investment strategy, according to the article, is based on back-tested returns…
The Dangers of Index Investing
…viral among academics, the article report, managers of index funds have argued against the findings. Azar told The Atlantic that “common ownership is less problematic if index funds own only…
Quant Funds Showing Weaker Returns
…started taking evasive action.” According to Fred Branovan of FFC Capital Corp., “market neutral funds need volatility to do well, and the daily increases in the equity markets make…
Zweig: Cheaper Share Prices Can Be an Illusion
…Zweig, “the apparent bargain is an illusion.” “Stock indexes, and by extension the funds that are based on them, are averages,” writes Zweig, adding, “Investment regulators say that fund companies…
Quant Funds Attempt to Disrupt Market
…assets managed by “quant” funds have doubled over the past decade to a record $500 billion. While data firm Prequin claims that new hedge funds (with assets of $300 million…
The Pros and Cons of the Shiller P/E Ratio
…the market is over or undervalued. The Shiller P/E has been widely discussed recently because its value has become very elevated. As you can see from the chart below, its…
An Argument Against Passive Investing
As clients move dollars to passively managed funds, investment management firm Grantham Mayo van Otterloo has “remained bearish as markets have lifted valuations,” according to an article in Barron’s. But…