…at rates of up to 40.8% (rather than the lower capital gains rates of 23.8%). While at first glance, the income level seems to apply only to the rich, the…
Search Results for: low-volatility funds
When Conviction Fails You
…used it because long-term data for the Price/Book is more available than for other metrics. They also used it because it was a more consistent measure and led to lower…
Ken Fisher Weighs in on Meme Stocks
…“enthusiastically endorsed by people who think they can get in and get out.” According to Fisher, it adds more volatility to the marketplace but also increases liquidity because, he says,…
Active Managers Rarely Add Value Says Head of Public Pension Fund
…funds.” Ailman notes that the rise in retail trading apps is an interesting development: “In prior generations, people didn’t begin to look to invest until their 40s of 50s. You’ve…
Another Reason to Quit Mutual Funds for America’s Rich
…Times. Since Fidelity popularized mutual funds in the 1980s, the article reports, “they have been a staple of investment portfolios, with more than 100 million Americans owning mutual funds in…
Grantham on the “Fantasy Trip” of Meme Investing
…a recent article in Financial Advisor magazine. Grantham describes the market’s rebound since its March 2020 low as “a short hit and a sharp recovery” but argues that currently there…
Cathie Wood’s Ark Inspires Boom in Actively Managed ETFs
…could continue. And as new funds emerge, fewer funds are shuddering: According to Bloomberg data, only 19 ETFs have liquidated or delisted so far this year, compared to 104 in…
Why It’s Time to Buy Momentum Stocks
…the form of increased volatility for high-momentum stocks, the article notes. It cites comments from Wells Fargo equity strategist Christopher Harvey, who argues that the volatility should attenuate, in which…
An Inside Look at the Contrarian Investment Strategy of David Dreman
David Dreman is a well known contrarian investor and the author of Contrarian Investment Strategies: The Next Generation. Dreman’s Kemper-Dreman High Return Fund was one of the best-performing mutual funds…
Goldman: Inflation Will Do a Number on Stocks
…article in Chief Investment Officer. According to Goldman chief U.S. equity strategist David Kostin, “The stock market tends to perform better during periods of low inflation than when inflation is…