Shopping for yield when interest rates are at rock bottom levels can attract an investor to low-priced stocks that may not be the best prospects. A recent Barron’s article cautioned…
Search Results for: low-volatility funds
Every Crisis is Different
…of various backgrounds figured out the housing bubble before it popped. Many more anticipated the 2000-2002 tech bust, as hundreds of hedge funds dodged that downturn altogether.” However, he argues,…
How to Measure a Fund’s Level of “Active” Investing
Investors and a growing number of regulators are taking a closer look at funds that claim to be actively managed but, in fact, may not be justifying their hefty fees….
Australian Hedge Fund Produces 23% Annual Returns by Staying Clear of Commodities
…purchased mostly small-cap (under Australian dollar 1 billion, roughly US$750 million) Australian stocks which they believe are priced way below their intrinsic value. Their strategy is to maintain a limited…
The Wall Street Journal’s Zweig Addresses Market Volatility
…or annual shifts. In the newsletter, Stuart Kaye and his partners at Connecticut-based Matarin write, “Because volatility spikes are a shorter-term phenomenon, they heighten investor awareness and attention on a…
5 Utility Stocks with Attractive Company Fundamentals
…on its strong book-market ratio and solid fundamentals. Validea’s Graham model gives this company a thumbs up for cash flow and moderate PE. Companhia Paraneanse de Energia (ADR) (ELP)—generates, transmits…
Chuck Royce – 4 Decade Small Cap Manager Talks Value's Ultimate Rebound and the Downside of Indexing
…early 2009. He theorizes this is largely due to firms that are not as strong being able to borrow funds at very low interest rates, which can make many businesses…
Brexit Backlash on U.S. Economy
…the European Union, America’s largest trading partner, suffers. Federal Reserve chairwoman Janet Yellen told Congress that the decision would “usher in a period of uncertainty” and fuel volatility in world…
Allianz’s El-Erian Discusses Brexit
…a small segment of the population reaps the benefits of a sluggish economy, “strange things start to happen. And we ain’t seen anything yet.” He refutes the notion that low…
Investors Should Adjust Return Expectations Says Janus’ Gross
…Global Unconstrained Bond fund (JUCTX). In his recent Barron’s article, Gross argues that fund managers know they’ve had a great run given decades of high bond returns amidst low volatility….