…revolutions, including the internet, which he said always have a “good” deflationary effect in that they lower prices and thereby benefit consumers more than producers. On the market volatility thus…
Search Results for: low-volatility funds
Recent Correction Brings Opportunity says Karabell
…there is a perfect multiple that tells us when to buy and when to sell,” Karabell suggests that low volatility in credit markets and other indicators suggest we are not…
Artificial Intelligence Descends into Investment Management World
…Carlson challenges the potential of AI overall: “If someone finds a trick that works, not only will other funds latch on to it but other investors will pour money in…
Technology and a Decline in Economic Growth
…recent book as arguing that a few key technological inventions catapulted growth from 1870 to 1970, but that the low-hanging fruit is now gone and so growth has necessarily slowed….
"Superstocks" Give Investors a Reason to Invest in Index Funds
…funds: “when companies decline 50% to 80%, index funds won’t sell them . . . if some of those companies bounce back and turn into superstocks, index investors get to…
Value Investor Bill Miller Sees Opportunity in Low Stock Prices
…good for the U.S.” He also noted that “when the market hit its low, every major homebuilder [except one] was on the 52-week low list. Now I can assure you…
Charles Schwab CIO Liz Ann Sonders Sees the Market Within a Bull Pattern
…“within secular bull markets, you can go through cyclical bear periods that have higher likelihoods of correction and volatility.” That is precisely where Sonders’ seems to believe we are now….
Ackman's Argues the Ill Effect of Index Funds on the Market
…funds. Bloomberg View columnist Matt Levine also discusses Ackman’s argument and notes a symbiotic relationship between index funds and actively managed funds. “Index funds free-ride off concentrated fundamental investors’ valuation…
Emerging Markets: Lessons From History
…Bubbles tend to arise in emerging markets when developed markets face very low returns, as was the case with U.K. investors pumping money into the U.S. in the 19th century,…
Five Factor Quantitative Model Propels Alternative Fund to Top in its Category
…Short-Term Fund, which marks an unusual appearance of a manager from Morningstar’s Ultrashort-bond category on the list. The fund earned 1.37% when many similar funds failed to achieve positive returns….