…designed to spur domestic consumer spending. They are thus poised to grow faster than most of the more developed economies, so Trahan recommends holding mutual funds or exchange-traded funds in…
Search Results for: low-volatility funds
GARP, PEGS, and Peter Lynch
…you should be willing to pay for its stock. To Lynch, PEGs below 1.0 were signs of growth stocks selling on the cheap; PEGs below 0.5 really indicated that a…
Eveillard Keen on Gold and Asia
First Eagle Funds’ Jean-Marie Eveillard, who in early 2007 correctly said that the credit boom was ending and banks were acting as “disguised hedge funds”, tells Forbes.com that he’s bullish…
Short-Term Opportunities, Long-Term Questions
…Jamaican sprinter. The S&P 500 has gained an average of 0.31% per day since its March low, he notes, which is almost three times the previous fastest recovery back in…
O'Shaughnessy: Asset Allocation Changes Coming at Terrible Time
…that from Jan. 1, 2008 to Aug. 26, 2009, investors pulled $41.8 billion from open-end U.S. equity funds while adding more than $310 billion to open-end U.S. bond funds. They’re…
J. Zweig & Taleb on Where Investors Go Wrong
…author of Your Money and Your Brain, delves into the way human investors are impacted by a number of psychological phenomena that cause them to buy high and/or sell low,…
After Beating the Bear & the Bull, Top Newsletters Think "Big"
…bullish turnaround. “This low success rate … suggests that the strategies that beat the market when it is going up tend to be big laggards when the market is declining…
Gross: Time to Grow Up
…to tell what will happen in terms of investing in the “new normal”, but adds that PIMCO sees highest probabilities of the following: Global policy rates will remain low for…
Top Manager: Focus on High-Quality Stocks, Repeatable Strategy
…says he thinks high-quality stocks are now offering more value than the lower-quality picks that have surged during the rally. Yacktman, a bottom-up stock-picker whose funds have both averaged annual…
The Diversification Debate
…to follow the modern portfolio theory developed by Harry Markowitz, which “suggests that you look at risks and returns, alongside volatility, and then compute something called ‘an efficient frontier’ of…