…earnings and cash flow appear extremely underpriced versus bonds,” Herro tells Bloomberg’s Tom Keane. He adds that it’s far from too late to shift back toward equities. “Picture a teeter-totter,…
Search Results for: low-volatility funds
Dreman: Inflationary "Inferno" Will Crush Bonds
Contrarian strategist David Dreman says stocks are trading at their lowest values in more than two decades, and is continuing to expect an “inferno” of inflation for the U.S. “Smoldering…
Zweig: Dividends Aren't Easy Money
…exchange-traded funds focused on U.S. stocks that pay stable, high or rising dividends, according to EPFR Global; all other U.S. stock funds have a combined net outflow of $7.3 billion….
Gabelli Talks Europe, and the U.S.'s "Fiscal Cliff"
…On the other side, he notes that bond yields are falling again and offering little competition for stocks, and that many pension funds are underinvested in U.S. stocks and need…
Sonders: Sentiment Picture Hasn't Dented Bullish View
…whole, the sentiment picture is okay. Among them: Investors continue to pile into bond funds rather than stock funds; a “Crash Confidence” index survey done by Yale shows that 75%…
High-Quality -- Not Value -- Key To Buffett's Success
…volatility.” In their paper, Pederson and Frazzini say they find evidence that “since constrained investors bid up high-beta assets, high beta is associated with low alpha, as we find empirically…
Berkowitz's Checklist and Lessons
After struggling in 2011, Morningstar Fund Manager of the Decade Bruce Berkowitz is rebounding strong in 2012, with his Fairholme fund in the top 1% of funds in its category…
Woodford Says Economy Doesn't Support "Wave of Optimism"
…of optimism sweeping global stock markets assumes that the developed world will now emerge from the period of low economic growth it has faced since the banking crisis of 2008,”…
Dividends a "Powerful Theme", Says Top Fund Manager
…growers with supporting, solid free cash flow generation”. While his Special Equity fund targets small-caps and micro-caps, Dreifus also manages the Royce Special Equity Multi-Cap fund, which debuted in 2011…
Mobius: Low Yields and Inflation Will Push Money Into Stocks
Templeton Asset Management’s Mark Mobius says that the combination of low-yielding fixed-income investments and looming inflation fears will have investors moving out of Treasurys and into stocks. “People are now…