…didn’t even do as well as a standard 60/40 portfolio of stock and bond index funds.” Although they saw a total $240 billion increase in their wealth over the last…
Search Results for: low-volatility funds
4 Facts to Know about the Election and the Market
…invested and building an appropriately balanced, diversified portfolio can be an effective strategy for navigating market volatility.” “We think the economic backdrop warrants appropriate balance across equity sectors, while the…
Hedge Funds Appeal to Morgan Stanley’s Rich Clients
Morgan Stanley’s wealthy investors, more and more nervous about a fragile stock market, have been “reversing course” from high-flying stocks like Apple and Amazon and investing in hedge funds. This…
Excess Returns, Ep. 43: The Past, Present and Future of Investing with Morningstar's John Rekenthaler
…variety of topics related to the fund industry and investing in general. We discuss: The key attributes to look at when analyzing funds; The pros and cons of passive investing;…
Gap Between Dow and S&P 500 Set to Widen
…are growth stocks,” the article notes, adding, “More staid businesses, such as industrial and financial companies, are often in the value bucket and typically trade at low valuation multiples.” The…
Passing on Seth Klarman: Doubts Rise About the Iconic Hedge Fund Blaupost
…hedge funds. The article quotes a current Baupost client who predicts that the firm’s fate will play out over the next five to ten years: “If there is a distressed…
Watch Out if Bond Yields Rise in this Tech Heavy Market
…are performing well. The added factor of low bond yields, it says, makes the group even more susceptible should yields rise. The importance of this dynamic now, the article notes,…
Stocks Have Room to Run, According to New Valuation Gauge
…latter has risen. With the U.S. output gap now at an all-time low, the article concludes, “the earnings outlook for U.S. companies is probably far stronger than most investors appreciate.”…
Stock Market’s Rebound Leaves Bears Going Extinct
The short positions of hedge funds have dropped to a 16-year low, reflecting the lowest resistance to rising share prices in 16 years. This according to a recent article in…
This Winning Growth Fund Likes PayPal and Autodesk
A recent article in Barron’s highlights Polen Capital, describing the “high conviction, low turnover strategy” it has applied over the last three decades.” “The firm’s flagship Focus Growth strategy has…