…with below-median inflation and 23 years with above-median inflation. Findings showed that during the period of low inflation, large-cap U.S. stocks returned 10.5% (inflation-adjusted) while the same class gained only…
Search Results for: low-volatility funds
Zweig on Investing Vs. Speculating
…to set aside a portion of funds to essentially separate speculations from investments—like having a “mad money” account of sorts. Rob Arnott, chairman of California-based Research Affiliates, comments, “There’s an…
Active Investors Get a Chance to Shine
…early investor-friendly stage of an expansion.” During the current, long-winded expansion, low interest rates and stagnant monetary policy have made it tough for many hedge funds and other active investors…
The Realities of Pretend Investing
…and/or investment costs. Complain “endlessly” about market volatility and external actions. Enjoy the benefits of a market that is “up more than 180 percent in the last 20 years.” …
Big Data Doesn’t Automatically Mean Big Investment Returns
The quant craze in investing doesn’t come without its own set of challenges, says a recent Bloomberg article. As hedge funds delve headlong into the data world to hoist up…
Sectors are Decoupling After Election
…names. Before the election, investors crowded into growth companies in 2015 amid a sluggish economy and then poured money into low-volatility equities in the first half of the year.” Mike…
Dow Prediction is Getting Close
…five years as well as “improving economic growth and low equity valuations relative to bonds to underpin the equity rally.” That said, he doesn’t expect smooth sailing along the way….
Index Fund Bubble on the Horizon
…that when the downturn occurs, the “mindless selling that index funds must do” will allow active managers to shop for values, and investors will be “shocked” by how much they…
Morningstar Ratings and Future Fund Performance
…cumulative return was 27.74% for 5-star funds and 25.78% for 1-star funds. While the paper advises against drawing “strong conclusions” from study results, it concludes that over the long term,…
Grantham: Current Market is an "Anti-Bubble"
…be “slow and incomplete,” leading to “dismal consequences for investors: we are likely to limp into the setting sun with very low returns.” He cites factors such as the decade-long…