…of large U.S. stock funds failed to beat the S&P 500, according to S&P. Among small-stock funds, 63% lagged S&P’s index of small stocks, while 66% of real-estate funds underperformed…
Search Results for: low-volatility funds
What the VIX Is Telling Investors
…position whenever the CBOE’s Volatility Index (VIX) rises above its median level of just shy of 20, and buys stocks when the VIX falls back below that median level. “The…
Gross: "Great Risk" Ahead
…world, investors must lower return expectations,” Gross writes in his latest commentary on PIMCO’s site. “2–5% for stocks, bonds and commodities are expected long term returns for global financial markets…
The Zweig Approach: Beating The Market With A Conservative Growth Strategy
…averaged annual returns of 7.9% since its July 2003 inception vs. 2.9% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from…
Paulsen Sees Job Gains Having Domino Effect
…of confidence that could lift everything from the U.S. consumer to the housing industry. He says equity valuations and Treasury yields have been kept low because of “great fear about…
Dreman on How To Combat High-Frequency Trading
…Aug. 8. Panic was everywhere. HFT did not initiate — but certainly accentuated — the size of the drop and the enormous increase in volatility.” “Investors thrive on low volatility…
Mobius Sees Continued Volatility, But Good Returns
Templeton Asset Management’s Mark Mobius sees more volatility for global markets in 2012, but expects stocks to fare well over the longer term. “Taking a five year view, we expect…
Krugman on Why Politicians Don't Get Debt
…safe, low-yield assets, America actually earns more from its assets abroad than it pays to foreign investors. If your image is of a nation that’s already deep in hock to…
Key Lessons From The Gurus
…ratio (or some variation of it). “They sort of consider that poison to a company, and they want to see low or sometimes even no debt to equity,” he explains….
Bogle: Think Long Term -- Very Long Term
…whether you’d be decimated.” For bond investors, Bogle says that with interest rates and yields so low right now, “you just have to take those for what they are —…