…market index. Actively managed index funds can charge high fees, and carry more risk, which doesn’t always pay off. But lower-cost index funds have lower fees, giving investors the chance…
Search Results for: low-volatility funds
Beware A Bear Market That’s More Than A Cub
…May 20th. Still, that hasn’t been enough of a reason for investors to panic. Perhaps investors have become used to extreme market volatility, because in the past the markets have…
Behavioral Bias Lessons
The volatility in the pandemic-era equity markets have given a rare glimpse into specific behavioral biases that usually aren’t as apparent during “normal” times, contends an opinion piece in CFAInstitute…
Katz: This Market Is Impossible To Predict
…the list, Katz says, adding “don’t chase rallies.” Looking to “call a low” is virtually impossible in this environment, and investors should be looking long-term. The more successful way to…
Active Managers’ Winning Streak Won’t Last
In a piece for Bloomberg Opinion, Nir Kaissar questions whether the current winning streak of active managers can last. Of the 2,850 actively managed mutual funds in the U.S., almost…
Six Charts to Help Understand Stock Valuations in the Wake of This Year’s Decline
…in technology, low taxes, low interest rates and other factors. Whether you expect those high record margins to continue would be the key to deciding which of these charts is…
SPACs Are Flailing
…shares to the public and then purchase an operating business with those funds. If they don’t acquire a business within a 2-year window, the money is returned to investors. Over…
Strategist With Spot-On Record Predicts Stock Surge
…and the Russell 2000 are up 8% and 9.9% respectively from their May lows, those numbers could signal a deeper strength given that, before the Memorial Day weekend, stocks whose…
Weathering The Stock Market Storm
…Main Street investors as inexperienced but, as Zweig writes, that’s a misconception; many of them are extremely well-informed, careful in their decision-making, and seasoned by experience of the markets’ volatility….
ESG Confusion
…funds, and portfolios,” the paper says, as quoted by the Financial Times. Companies trying to find the best ESG funds to invest in get mixed messages from the rating agencies…