…election to as high as 2.59% (on December 15th, after an all-time low of 1.35% on July 8th). Today, the yield stands at 2.49%. Gundlach argues that Trump’s election and…
Search Results for: low-volatility funds
Four Small-Cap Financial Stocks to Consider
…“float” have been increasingly threatened due to low interest rates and keen competition in the industry. He identifies the following four small-cap stocks that earn solid scores from his guru-based…
AQR's Antti Ilmanen Predicts Low Returns
…historically generated positive long-run risk-adjusted returns,” and described the following: Value—relative cheapness Momentum—recent winners versus losers Carry—outperformance of high versus low yield assets Defensive—outperformance of lower-risk and higher-quality assets Trend—recent…
The Market is Calmer than it Seems
…to exploit rising volatility.” While stocks have risen to record highs, says WSJ, on January 13th the CBOE Volatility Index reached “its lowest level since 2014” and that the S&P…
2017 Outlook Per Morningstar, Vanguard, and Others
…inflation, taxes and investment fees are taken into account) and 2.5% bond returns “for investors who are willing to venture beyond Treasuries.” Grantham Mayo Van Otterloo (GMO)—”Owing to low yields…
Bernstein CIO Shares 2017 Outlook
…volatility ahead for the markets. With respect to the Dow, he says, “One implication of more volatility together with relatively slower growth in stocks is that you probably will see…
Bob Doll's 10 Predictions for 2017
…cyclical sectors beat large-caps, defense and growth. Financials, health care and information technology sectors outperform energy, utilities and materials; Active managers’ performance improves as more funds flow into equities; As…
Three Picks that Benjamin Graham Would Approve
…currently trading at a below market P/E and near its 52-week low. Cato Group (CATO), another fashion retailer, earns a perfect score under the Graham-based model due to its solid…
Zweig Says Fees Should be Linked to Performance
…are changing, he says, but not quickly enough. Federal law allows a mutual fund to raise fees when it outperforms, but only if it lowers fees by the same amount…
Hulbert: Don't Chase the Winners
…asserts, the regression to the mean cannot explain all mutual fund performance, and investors shouldn’t simply gravitate to the worst-performing funds. “Instead,” he writes, “the proper conclusion is that you…