…changes.” Taylor, who expects persistently low interest rates going forward, believes we are entering uncharted territory: “His best guess,” the article reports, “is that the equity premium going forward will…
Search Results for: low-volatility funds
Cathie Wood’s ARK: Rapid Growth Has Hurt Investors
…investors,” according to a recent article in The Wall Street Journal. The damage isn’t obvious when looking at the fund’s longer-term performance, the article reports, but adds that the large…
Zweig on How to Keep Your Cool in a Sizzling Market
The market axiom “buy low, sell high” is “made for times like these,” writes columnist Jason Zweig in a recent Wall Street Journalarticle, adding, “yet, when markets seem to be…
ETFs Inspired by Quants Beating the S&P 500
…by banks and travel operators. According to the article, quality, low-volatility and momentum have also stabilized of late, after seeing a sell-off last November, and the market has seen a…
Bill Miller Roars Back with Amazon and Bitcoin
…returns, the article reports. As of March 31, the Miller Opportunity Trust ranked in the top 1% of Morningstar’s Mid-cap Blend category and from the market’s March 23rd low, the…
The Voting Machine vs. the Weighing Machine
…that changes, companies that are able to fund their operations internally will have a huge advantage. And companies that have relied on debt and ultra-low borrowing costs will likely have…
Yale’s Iconic Endowment Chief David Swensen Dies at 67
…funds to move money into private equity, hedge funds, timberland, and other alternative investments. Most recently, alternatives accounted for about 60% of Yale’s portfolio. Swensen had a contrarian streak, the…
An In Depth Look at Asset Allocation with Jim Masturzo of Research Affiliates
…both stocks and bonds are very low. And unprecedented monetary and fiscal stimulus have added additional variables into the equation. This week we talk to Jim Masturzo, who is a…
Strategy Focus: Low Volatility Investing and the Conservative Formula
…if we reduce risk, our return should come down with it. But low volatility seems to defy that rule. In this episode, we look at the low volatility factor, how…
Sonders: Earnings Season Starts off Strong
…by lower-quality factors earlier this year,” according to Sonders, who adds that the shift makes the market “easier to navigate than a speculative low-quality, factors-driven market.” Still, she warns, “discipline…