…passive funds). “In some ways,” he says, “they’re replacing the active manager.” In a WealthManagement.com article from earlier this month, Bloomberg’s Andrea Tan delved into the surging presence of index…
Search Results for: low-volatility funds
Debating with the Oracle of Omaha
…gray-haired investor community would be able to identify bargains. The boring companies are often the best in their business and can provide excellent long-term returns. Index funds rather than individual…
Grant Goes Heavy Metal
…viewed by many as one of the most astute market analysts around. He shared his views on pertinent market issues: Low rates: “We are living in a unique time. Negative…
Glassman: Worrying About the Next Recession Won’t Help
…concerns that the economy is accelerating and inflation is rising. In response, it will raise rates to slow things down. Low rates, on the other hand, are meant to speed…
The Stubborn Bull Market Continues to Advance
…U.S. equity funds (the fourth biggest weekly withdrawal of the year). So far this year (through May) withdrawals reached $64 billion, nearly double that of the same period a year…
Active Share is not a Predictor of Fund Performance
…research for Morningstar, disagrees. By breaking down U.S. equity funds into groups based on levels of active share (relative to their peer groups) as of January 2011, Kinnel was able…
A Conversation with Nuveen’s Bob Doll
…his forecast on stocks beating bonds, he admits to making the wrong call on sector performance. “We had a rally in energy and materials off the low, and the financials…
Zweig: Avoid Higher Risk When Yields are Low
It seems that yield-starved investors are turning to high-risk investments in what Jason Zweig of The Wall Street Journal recently termed, “a reckless lunge.” Since June 30th, inflow to ETFs…
Can Active Investing Still Generate Alpha?
…that passively managed funds can generate alpha for investors (beat the market) more so than actively managed funds. In the July issue of Advisor Perspectives, Larry Swedroe bolsters this argument…
Your Emotions and the Stock Market
…portfolios “do significantly better than those who do frequent reviews.” People have unrealistic expectations of volatility. “Normal”, Leclerc argues, is for the stock market to drop 10% in any given…