Blackrock’s Dennis Stattman, whose Global Allocation Institutional fund has been one of the better performing funds in its class over the past five and ten years, says he’s keying on…
Search Results for: low-volatility funds
Is The Market Undervalued Or Overvalued?
The stock market may either be significantly overvalued, or it may be selling near historically low levels — it all depends on whom you’re talking to and what valuation metric…
Winters, Davis See Gloomy Climate As Buying Opportunity
…“Lower prices increase future returns. It’s as simple as that,” Davis says. “So here we have lower prices, higher corporate profits, and now people want to get out of stocks,…
Gross: Low Rates May Be Obstructing Recovery
…the Financial Times, Gross says that “Historically, central banks have comfortably relied on a model which dictates that lower and lower yields will stimulate aggregate demand and, in the case…
O'Shaughnessy On How To Deal With The "Cruel Beast"
…investment strategy guru James O’Shaughnessy has some advice for them: Stop it. In a column for MarketWatch, O’Shaughnessy and son Patrick O’Shaughnessy write that “volatility is a cruel beast, because…
Forester Defensive But Still Finding Value
…down, but you also miss out when the market goes up,” Forester tells InvestmentNews. “And once people go into money market funds, they never get out. … There has been…
Sonders Sees U.S. Stocks Outperforming in 2012
…the stock market to revert to a more normal environment. Sonders tells MarketWatch she thinks volatility and correlations will decline in the coming year, which should benefit individual investors who…
Hussman: Short-Term Conditions "Hard-Negative"
…combination of evidence includes elevated valuations, overbullish sentiment, market internals best characterized as a ‘whipsaw trap’ on the basis of typical follow-through, heightened credit strains, and clear evidence (on reliable…
Getting Contrarian With The Dreman Approach
…2); pre-tax profit margins (which should be at least 8 percent), and the debt/equity ratio (which should be below the industry average, or below 20 percent). By using those and…
Top Fund Managers: Valuations Very Compelling
O. Mason Hawkins and G. Staley Cates, whose Southeastern Asset Management funds have excellent track records over the past decade, say they are adding to their equity positions amid the…