…the heavy proportion of alternatives in those funds—”big bets on things like hedge funds and private assets”—which have suffered poor performance in recent years. According to Kaissar, while the deep…
Search Results for: low-volatility funds
Housing Market Confidence is Building
…at 0.46. AV Homes (AVHI) is engaged in homebuilding and community development in Florida, Arizona and the Carolinas. While this is a small-cap stock and therefore could display more volatility…
Doll Bullish on Stocks
…record-low interest rates and modestly improving growth,” although a Fed rate hike in December could “jolt” the markets. While he believes that investor caution is understandable, he expects equity prices…
Natural Resource Stocks that Show Promise
The short-term volatility in natural resource stocks can leave investors skittish, especially given their movement with either commodity or equity markets. But Jeremy Grantham and Lucas White of global investment…
A Sage Investor - Howard Marks - Shares His Wisdom: Part I
…investing is “making a lot of money with less-than-commensurate risk.” The great investors, according to Marks, should be measured over a long time span and demonstrate low levels of loss….
Portfolio Strength in Diversification
Recent market volatility notwithstanding, 2016 has been a “relatively good” investing year. This according to Zachary Karabell, head of global strategy at Envestnet, in an article for Barron’s. His opinion,…
Morgan Housel on Progress
…funds has declined 34% since 1996, according to the Investment Company Institute. This has added an extra year of retirement income to the average saver’s nest egg. Bank failures in…
What Rising Rates Mean to Low-Vol Investors
…of this period coincided with falling rates. A recent report published by the asset management firm said, “We think this environment gave low-volatility investing a tailwind that will likely not…
To Stay or to Go When Fund Managers Change
…the vice chairman of Capital Group (the Funds’ adviser), this portfolio always represents the largest component of the company’s funds. “If you had to ask me who the most important…
Sonders Says Recession Risk is Low
Although there are those that believe the U.S. is on the brink of recession, Liz Ann Sonders, Charles Schwab’s chief investment strategist, says the risk is low. This according to…