…“borrow currencies with low interest rates and buy high yielding ones.” According to UBS Group AG, the ruble’s “carry trade” could potentially return 26 percent over the next 12 months….
Search Results for: low-volatility funds
Top Fund Managers Cautiously Optimistic on 2017
…Here are highlights of their thoughts: Brian Berghuis, manager of T. Rowe Price Mid-Cap Growth, anticipates some volatility related to the president elect’s “hard-line agenda,” saying that if Trump follows…
Arnott: Emerging Markets Hold Promise
…Rob Arnott, who thinks that, notwithstanding swelled valuations (based on Shiller PE ratios), “emerging-market stocks offer an attractive combination of depressed currencies, low valuations and strong momentum.” Using his guru-based…
Barron's: Active Funds Could Make a Comeback
…passive funds for years. However, Hough writes, “for tactical investors, the timing might be good for a contrarian move. All that cash pouring into index funds might have flattered the…
Expectations for 2017 Market
…“We expect growth to accelerate modestly to near 2.5% with a low chance of a recession in 2017, driven by gains in consumer and business spending, supported by potential pro-growth…
Top Stock Picker Follows Graham and Dodd
…he says, considers earnings, dividends, cash flow and book value to find companies trading at less than their net worth. Some of his fund’s largest gains were in health-care stocks,…
Pushing the Envelope Has Paid Off for Select Hedge Funds
On the whole, the past year hasn’t been great for hedge funds, but those who “ventured far afield” seemed to do better, according to a recent article in The Wall…
Mauboussin on Active Vs. Passive Management
…who are moving their money to passive funds, the paper argues, are “less informed than those who stay.” For every winner, it says, there must be a loser—and if there…
Siegel Says Stay in Stocks
…recession is over and, “we’re seeing a meaningful acceleration. Interest rates, yes, are going up, but are still very low. Stocks still have huge edges over bonds and other investments,…
The Dow: A Case for Active Management
…market-cap weighted (common among index funds), Dow holdings are price-weighted, which means that higher priced stocks of smaller companies will have a bigger impact on the index than would lower-priced…