…to do well. “That’s not a bad environment for the stock market, because it keeps inflation low and keeps the Fed’s liquidity flowing,” Sonders tells Harlan Levy in an interview…
Search Results for: low-volatility funds
Position Sizing Key for Yacktman Funds
Donald Yacktman’s funds have some of the best long-term track records one can find. And in his funds’ 2012 year-end letter, his team talks about a key part of their…
Ritholtz: It's About Risk Analysis, Not Market Timing
In a recent post on his blog, The Big Picture, Barry Ritholtz explains why he prefers to employ risk analysis rather than market timing. “Rather than making a low probability…
Low Risk, High Reward?
…we find this relationship that within an asset class, we get this reverse relationship. We find that in fact that it’s the low-risk portfolios that actually do the best.” …
Grantham Talks Growth, Markets, and More
…says that the U.S. would be better off using direct government spending to stimulate the economy rather than creating an ultra-low interest rate environment, and he says the hyperfocus on…
Winters Says Long Bonds "Going To Get Crushed"
Top fund manager David Winters says the bond party is over, and investors should key on stocks going forward. Winters tells Bloomberg that low-coupon debt is “going to get crushed”….
Play Defense Like a Guru
…writes in his latest column for Seeking Alpha. “Far too many investors, succumbing to their own emotions and behavioral biases, end up buying high and selling low when they try…
Siegel: The Bull Has Legs
…to spike or military action against North Korea were to occur, for example, his outlook would change — but he thinks the valuation picture and low-interest-rate environment bode well for…
Should You Join The Bull Run?
…market timing decisions, jumping into overheated markets and selling when prices are low. “They get excited or they panic, and they hurt themselves,” Harvey says. Dalbar’s research shows that over…
Active or Passive? Try (Parts of) Both
…says the answer is, perhaps you should use a little of both. Passive funds, Patrick O’Shaughnessy writes in the report, have three key advantages over active funds: lower fees, reliable…