Bob Doll of Nuveen presents an optimistic picture of 2016, according to MarketWatch. Doll says, “My view is oil is going to stabilize at a low level, and we will…
Search Results for: low-volatility funds
Graham and Buffett Disciple Tops the Charts in 2015
Deena Friedman manages the Fidelity Select Retailing Portfolio, which has the highest 2015 return among mutual funds. With a return of over 18%, Barron’s notes that her “stock-picking easily outperformed…
Fidelity PM Learns from Value Greats like Buffett, Graham and Klarman
…virtue.” Myers cited Morningstar data to suggest that lower turnover is associated with funds that outperform over the long run. “Focus on a margin of safety.” Myers asks whether a…
Investors face a "New Operating Regime," El-Erian Says
…volatility are to be expected;” They will be “amplified by fragile market liquidity;” “Excessive volatility . . . is detrimental to the real economy;” “Concerns about excessive volatility are a…
Stock Market May Not be as Overvalued as Some Believe
…Swedroe, “mean expected returns are lower.” He points to estimates of real returns in the 4-4.5% range (6-6.5% with 2% inflation), which is “a lot lower than the 10% return…
Morningstar's Rekenthaler on Modest Market Timing
…this two-pronged model therefore comes when stocks have low price ratios and the market has recently rallied,” noting also the converse conditions provide strong sell signals under the approach. Based…
Managing Risk in Concentrated Funds
…funds, usually holding less than 35 stocks at any given time (and thus not simply mirroring an index), that have achieved relatively low risk and better-than-benchmark returns. Such funds often…
Three Tips from one of Canada's Top Institutional Investors
In a piece titled “How to Invest Like a Canadian,” Fortune Magazine offers three lessons from the Ontario Teachers’ Pension Plan, one of the world’s most successful pension funds. It…
Bond Market Volatility Likely to Continue in 2016
…Western Asset Management Co. predicts three rate increases in 2016 and that anxiety over timing will put more selling pressure on short-dated Treasuries. “The increases in volatility that we’ve seen…
Low Rates Could Remain Stubbornly Low for Longer than Most Think
…currently very low, but most signs suggest it is likely to stay that way for some time. The Fed has been trying to increase inflation to a mere 2%, while…