…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…
Search Results for: low-volatility funds
Behavioral Return Gap: How Investors May Lose Even if a Fund Wins
…to 2003, “value funds had annual buy-and-hold returns of 9.36%” but the “dollar-weighted” returns (those actually received by investors) for value funds were only 8.05%. Thus, “investors eliminate the long-run…
Jeremey Siegel's Market View for 2016
Jeremy Siegel, a finance professor at the Wharton School of the University of Pennsylvania and senior investment advisor with Wisdom Tree Funds, offers his 2016 forecast in an interview appearing…
Median P/E and P/S Ratios Show Overvaluation
…2009 bear markets when earnings were depressed). While low interest rates and low inflation may explain some of the ratio, Davis notes: “inflation and interest rates have been low and…
What Investors Can Learn from the Oil Bust and Charlie Munger
…IPOs and other offerings. Further, almost 100 Energy-specialized funds brought in $64 billion from the investing public during the same period. He notes: “almost no one foresaw oil below $40,”…
4 Options to Beat Inflation in the Future
…explores 4 options: Treasury Inflation-Protected Securities (TIPS): These offer real protection for the principal invested, but a very low rate of return. Funds that roll over maturing bonds offer more…
Bearishness Overstated, Says Doll
…He offers a more positive view: “The risk of a global recession appear low, and we think the world economy is more likely to accelerate rather than slow next year.”…
Be Like Buffett: Go Low -- Low-Beta, That Is
…[Warren] Buffett’s Berkshire Hathaway has beaten the market over the long haul by focusing on low-beta stocks, and using leverage – other people’s money – when buying them,” Reese says….
There's Much More to "Buy What you Know" says Legendary Fund Manager Peter Lynch
…them and then decide if they’re worth owning.” Lynch also noted changes in the market since his retirement 25 years ago, especially the rise of exchange-traded funds. “People accept that…
MarketWatch's Hulbert: Now Could Be the Time for Small-Caps
…average outperformance of small-caps vs. large-caps 1926-2015. According to Dartmouth professor Ken French, small-caps usually hit a low around December 20, followed by the highest yields in January. The long-term…