…of Morningstar’s research found that in a 10-year study, only 6 months contributed to a fund’s general outperformance over its benchmark. If an investor missed out on those 6 months,…
Search Results for: low-volatility funds
Fisher: Time IN The Market Matters More Than Timing The Market
…the level of returns that equity brings can’t really be found in anything else that’s liquid. Therefore, it’s important not to let the current volatility—which is likely short-term—frighten you out…
Revisiting Cash As A Hedge Against Inflation
…still outperformed the other three assets. He then looked at five unconventional assets: TIPS, multi-strategy funds, gold, commodities (mainly energy), and bitcoin. Commodities, especially energy, flourished the most, followed by…
When Bonds Don’t Hedge Stocks
…Rekenthaler. Both stocks and long bonds have plunged, and the refuge that balanced funds offered isn’t safe anymore. The article offers 3 options of how to readjust your portfolio: Stay…
Tech Stocks Are Sinking Wood’s ARK ETFs
…quadrupled its shares from its lowest point at the height of the pandemic to its peak at nearly $28 billion in February 2021. Now, those who bought at the peak…
Option Dealer Flows, Inflation and Investing in a Changing World with Cem Karsan
In this episode we are joined by Kai Volatility founder Cem Karsan. Cem has led the way in educating investors about the importance of option dealer flows and the impact…
Investing in a World of Low Expected Returns with AQR's Antti Ilmanen
…on the topic and has recently released a new book Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least. We discuss the concept of expected returns…
High-Yield Bonds Look Like Bargains
…year by bad prices generated by historically low bond yields, things are looking up this year as higher yields produce lower prices and add up to a much safer bet….
Value Investors Bet On Market Leadership
…The Journal that value stocks are still very inexpensive compared to growth stocks, even with their gain in popularity. Bolstered by those low prices, Asness believes value will have solid…
Fear Is Missing From This Bear Market
…fact, the VVIX Index, which gauges “the implied volatility in options on the volatility index,” just hit its lowest level since pre-pandemic—an indication that traders aren’t expecting rough waters on…