…the index after an incredible run. Since going public, Tesla’s stock has an annual standard deviation of over 60% compared to the S&P 500’s 13.2%. If that volatility continues, it…
Search Results for: low-volatility funds
In a Turbulent Year, Active Managers Struggle to Prove Their Worth
…some industry executives that the coming decade will “prove more fertile for their stock picking stars and bond kings,” adding that increased market volatility and lower overall returns will require…
Do Analyst Recommendations Add Value? Maybe
…more effective in bull or bear markets. “As we might have expected,” the article reports, “in a low sentiment phase like that of a bear market or financial crisis, analyst…
Zweig on the Stock Market: Bubble or Fire?
…to oxygen, fuel, and heat: Oxygen = marketability, or the ease of buying and selling an asset. Fuel = money and credit. “Low interest rates make investing with borrowed money…
How London High-Flyer Dodged Covid to End Up on Top
…“Buy good companies. Don’t overpay. Do nothing.” The fund sticks to a core group of holdings (around 20 or so) with low turnover (below 5%) and “miniscule” expenses of 0.014%…
Knowledge Mining in the Market’s Past Returns
When you hear stats like the S&P 500 is up 10% for the year or the index has more than tripled off the 2009 low, it’s easy to take those…
Stocks are Fundamentally Changed When Split
…seeing lower volatility. Stock price affects tradability: The article explains the nuance of market structure and trading rules with a discussion of the impact of tick sizes (the measure of…
Appetite for Niche Funds Boosted by Pandemic
…indexes,” while in Europe far more is invested in actively managed thematic funds. But according to Kenneth Lamont, senior research analyst at Morningstar, the percentage of theme-based funds that outperform…
Yale’s Swensen Delivers Message to Money Managers on Diversity
…found that women- and minority-owned firmed held less than 1% of assets managed by mutual funds, hedge funds, private-equity funds and real-estate funds in 2017. In an October letter to…
The Life Cycle of Investing Factors
…that there is somewhere close to, or maybe even north of, $1 trillion following factors via ETFs, mutual funds and other investment products. https://open.spotify.com/episode/4uoxgZmmzi5t8awakJDSkd?si=IuALGU1-TrG9X0p5V2fStg source: https://www.canaccordgenuity.com/wealth-management-uk/news-and-insights/factor-investing-explained/ And based on the…