…produced annualized returns of 8% since its inception more than six years ago, a period in which the S&P 500 has gained just 2.1% per year. Below is an excerpt…
Search Results for: low-volatility funds
Sonders Optimistic on 2010 -- Cautiously
…present circumstances too far into the future),” says Sonders. “In doing so, we often miss some budding positives and opportunities.” Volatility: Sonders says volatility is likely to be high this…
Mobius: Don't Mistake Correction for a Bear
…despite the big gains off the March low. The two greatest threats for the global economy, according to Mobius: the derivatives market and a potential tightening of the money supply….
Krugman on the Double-Dip Recession
…“It is not a low probability event, 30 to 40 percent chance,” Krugman told BusinessWeek. “The chance that we will have growth slowing enough that unemployment ticks up again I…
Bogle on The Next Decade
…funds, he said investors on the whole have put money into international funds, but taken money out of U.S. funds. “So I would regard that as … a sign that…
The Lost Decade? Maybe Not
…“If you look at inflation-adjusted returns,” Roth says, “this wasn’t even the worst decade of the last four. If you diversified, kept costs low, and rebalanced your portfolio, odds are…
Top Strategists See Moderate Gains in '10
…6% below the index’s current level. Now, the dozen strategists that Barron’s is surveying this year are predicting more modest gains for 2010. The strategists — half of whom participated…
Trahan, Hyman on What to Expect in 2010
…investors in index funds may want to switch to mutual funds. Trahan is also bullish on Southeast Asia, saying that it’s a good place to look for upside surprises because…
Emerging Markets Still Offering Opportunities, Mobius Says
…“The absolute high was three times book, the low was one times book, and now we are at two times book, roughly.” The emerging-markets rally is being driven by fundamentals,…
Gross Decreases Gov't Debt, Adds to Cash Position in Bond Fund
We recently highlighted how PIMCO’s Bill Gross has been touting high-yielding utility and telecom stocks, in large part because ultra-low interest rates are making many bond yields unappealing and money…