…He reportedly argues that “Treasury Inflation-Protected Securities (TIPS) yields are going higher, and that means value stocks are set to outpace their growth counterparts.” According to Gross, low interest rates…
Search Results for: low-volatility funds
Excess Returns, Ep. 35: Finding Diamonds in the Rough Among Growth Stocks
…We hope you enjoy the discussion. Watch on YouTube Apple Podcasts All Other Podcast Platforms https://youtu.be/Cp22dQWR2Mg Show Notes: Separating Winners from Losers among Low Book-to-Market Stocks using Financial Statement Analysis…
Goldman Gives this a 90% Chance of Happening Over Next Decade
…article says, “the cyclically adjusted price-to-earnings ratio is a high 26.5, but interest rates are incredibly low. Maybe the more notable insight is that stocks have a 90% chance of…
When Fundamentals Don’t Matter
…something that has occurred in the market doesn’t make sense to look for a place to assign blame. For those of us who follow a fundamentally driven process, it is…
Should Investors Embrace Tech Valuations Instead of Criticizing Them?
Tech stocks recently reached a record high after rebounding from their March low, according to a recent Bloomberg article that adds, “The stock market is not the economy, but it…
SEC’s Proposed Reporting Change Draws Scrutiny
…filers—including hedge funds and mutual-fund firms—no longer being required to disclose their U.S. equity-related holdings.” While some firms are cheering the proposed easing of filing requirements, those that have built…
Active Underperforms Passive on Risk-Adjusted Basis
…managed large-cap funds have underperformed their benchmarks. 65%, 80%, and 86% of actively managed mid-cap funds underperformed their benchmarks. 77%, 89% and 87% of actively managed small-cap funds underperformed their…
“Godfather” of Smart Beta Talks Emerging Markets and “Maverick Risk”
…it should, adding that “it’s the risk people most want to avoid.” Given that EM value stocks have delivered much lower returns than the S&P 500, he says, it only…
Eight Timeless Buffett Contributions That Go Beyond Returns & Bind Shareholders
…stick with Buffett over time. [2] Promoting the importance of controlling emotions and combating biases One of my favorite quotes from Buffett is below: “To invest successfully does not require…
China’s $460 Billion Rally
…limit the investment options for the country’s savers, this year’s low interest rates and the first losses ever for some popular wealth management products are driving retail investors to stocks,…