Over the last 120 years, the Dow Jones Industrial Average has gained an average of 6.8% from its lowest October close through December 31st, writes Mark Hulbert in last week’s…
Search Results for: low-volatility funds
Benjamin Graham Inspired Picks
…wholesaler of footwear, apparel and accessories that earns high marks for its solid revenue base, liquidity and low leverage. Long-term growth in earnings-per-share well exceeds the minimum requirement under this…
Not All Active Managers Created Equal
As investors continue to divert dollars from actively managed funds to lower-cost passively managed index funds, research conducted by two finance professors at Pace University has revealed an interesting finding,…
Dalio Talks to Central Bankers
…he says, is leading to an “intensifying financing squeeze” emerging from a combination low income growth, low investment returns and an acceleration in liabilities coming due. As a result, Dalio…
Paltry Returns May Be Here to Stay
…system during crises, “it’s unlikely to lead to higher real economic growth rates—unless these funds are invested productively in the economy”; Jassur concludes that in this low-growth, low-return environment, investors…
ETF Due Diligence: What to Look For
…There’s been a huge push to sell investors “smart beta” ETFs (managed based on factors such as value, volatility, momentum, etc.). While not necessarily bad, these funds are not “magic…
The "Wizard of Wharton" Looks Ahead
…earnings growth and believes that valuations are fairly low relative to interest rates. “If earnings don’t pick up, it would be hard to see any gains in stocks in 2017.”…
When Choosing Fund Managers, Maybe Less is More
…that investors gravitate toward funds that have performed well versus their peers, Klement suggests that more sophisticated investors (such as pension funds) might be expected to apply more complex analysis….
Overseas Blue Chip Picks
…stock funds saw inflow of $200 billion while U.S. equity funds saw a drawdown of more than $50 billion; Many developed countries in the E.U. are pushing to stimulate their…
Stock Picks Based on Quant Strategies
As hedge funds continue to lose clients due to lackluster returns, purely numbers-based investment strategies are gaining popularity. Validea CEO John Reese speaks to the trend in a Nasdaq article…