…the JPMorgan Developed High Yield index (a global basket of low-rated corporate bonds). From its launch through October 2013, the article reports, the fund performed well and attracted investors, growing…
Search Results for: low-volatility funds
The Reason for Bear Market Rallies
…“various highs and lows with the percentage of investors that reported being bullish that week,” which are labeled “Bullish%.” The article then extends the discussion to recent trends in both…
The Virus Fight and Wall Street Quants
…“Quants might not have epidemiological experience, but the mathematical challenges are similar.” Rotella Capital Management global head of strategic business development Dean Crowder put it this way: “All quant funds…
Whether to Wade in or Dive in on Buying Stocks
The question faced by investors interested in buying stocks right now is whether to dip in a toe or dive in headfirst, and the answer depends on market volatility and…
Bonds Versus Stocks: Question Everything You Know
…and the volatility in equities. “What is clear,” it says, “is that stocks’ sagging performance over the last two decades is a challenge to three burgeoning investing theories,” including: (1)The…
Amid Tumult, Renaissance Medallion Fund Gains 24% to Date
…to the firm” has risen by 24% for the year through April 14th. The article points out that the firm’s funds that are open to outside investors “haven’t done nearly…
Seven Mind-Blowing Charts from the COVID-19 Crisis That Deserve Your Attention
…15%. Over the last forty years, we’ve seen rates steadily decline to below 1%. There are a few implications for investors to consider: The lower the rates on long term…
The Big Short’s Michael Burry Slams Lockdowns
…series of tweets over the past several weeks, Burry has reportedly argued that government-directed shutdowns in the U.S. are not necessary to control the epidemic and have disproportionately hurt low-income…
Has the Stock Market Become a Value Trap?
…leveraged economies vulnerable to “massive” reductions in output lasting more than a decade, even in a low interest rate environment, the article argues. “What’s concerning,” it adds, “is that debt…
A Look at Some Alternative Ways to Manage Risk
…of four asset classes that can be easily deployed with low-cost ETFs and mutual funds. Weaknesses: Since equities outperform both bonds and gold over the long-term, holding only 25% of…