…prove to be a good year for small-cap stocks,” Paulsen wrote in a recent research note. “First, in 2014, net flows into small-cap EFT funds trailed large-cap flows by the…
Search Results for: low-volatility funds
Siegel Talks Fair Market Value
…Siegel tells Bloomberg that, while a Dow valuation of 20,000 would represent an above-average price/earnings multiple by historical standards, such a valuation would be merited given the low interest rate…
Active Management: A Deeper Look at 2014
…are high and/or volatility is low, passive strategies tend to outperform, he adds. When correlations are low and/or volatility is high, active tends to take the lead. …
Klarman: Prepare Now For When Times Get Tough
…states. “Improve processes and procedures. Train up your team. Stick to your knitting. Avoid portfolio leverage. Maintain sell discipline. Develop a loyal and supportive clientele. Match your funds’ liquidity terms…
Schwab, Sonders On The Shifting Market Story
…on US stocks, but believe that gains could be harder to come by, accompanied by heightened volatility. Stocks typically like to climb a ‘wall of worry’ and expectations for the…
Reese on the Active vs. Passive Debate
…investors. That’s because passive investing usually involves a low-fee, repeatable approach and keeps people from trying to outguess the market. But he thinks active investing is a good approach for…
Is It A Bond Bubble? Shiller Weighs In
…prediction, Shiller was skeptical that we are in a new normal of low yields. “We can’t go below zero, not far below zero,” he said, referring to the fact that…
Fisher: Don't Fear Oil's Plunge
…those who fear oil-driven stock market declines. “Those warning oil’s volatility is contagious miss this: Stocks already discounted oil’s swings!” he says. “Energy stocks got hammered! Cheap crude chops oil…
Roundtable: Gross, Herro, Cohen And Others On What To Expect In 2015
…Cohen, Bill Gross, and Marc Faber were among those who participated, and overall the mood was subdued. “On the whole, they expect interest rates to stay unnaturally low, and the…
Doll On The Dollar, Oil, And The Fed
…an emergency,” he said. “The emergency, in my judgment, is long passed. They need to get rates where they belong relative to the economy, which is low but not zero.”…