…report, the article maintains. Of course, investors still pulled $216 billion and $119 billion from taxable and municipal bond funds, respectively, last year, even after yields had risen to multiyear…
Search Results for: low-volatility funds
Market Reversal Puts A Spotlight on Small-Cap Stocks
As the wider market rally slows down, investors are pinning their hopes on small-cap stocks, pouring $4.2 billion into the U.S. mutual funds and ETFs that buy them, reports an…
How Citadel Claimed The Hedge Fund Crown
…to their vest; though they hold meetings one-on-one with investors, many Wall Streeters intimate that information on Citadel’s trades is harder to come by than many other hedge funds. What…
3 Reasons For Long-Term Investors To Be Optimistic
…years stocks have only lost money 26 times. However, be prepared for volatility, Forbes warns; following a down year, “20 out of 25 subsequent 12-month periods experienced double-digit gains or losses.” It’s…
The 5% World
…good news for both investors who use bond funds for income and those that utilize bonds as a way to keep stocks and other assets steady. Validea Exclusive Discount Offer…
The Surprising Investment Factor That Defies the Risk-Return Tradeoff
…a low volatility strategy. In Pim van Vliet’s paper “Enhancing a low-volatility strategy is particularly helpful when generic low volatility is expensive”, he found that when low volatility is cheap,…
Goldman Sachs: Hedge Funds Poised To Gain
…Bloomberg. The Goldman strategists analyzed 758 hedge funds with total holdings of $2.3 trillion in gross equity positions and found that their gauge puts the funds’ use of leverage to…
Berkshire Hathaway’s Big 2022 Losses
…last year’s acquisition of insurance giant Alleghany Corp. only increased its access to insurance float, to $164 billion. Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative…
The Fed Screwed Up, Says Real Estate Mogul Sam Zell
…down going from 9 to 6,” adding that 6 is still a problem. Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks “…the Fed screwed up,”…
Fund Firms May Level Out Proxy Voting
…US Stock ETFs that would enable individual investors to gain voting power in this spring’s proxy season. Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks…