While 2011 was a tough year for the broader market and value-focused strategies, some growth and momentum approaches fared quite well, according to a new report from Validea.com and John…
Search Results for: momentum
Mobius Sees Soft Landing For China, Increasing Role For Renminbi
…currencies by 2020. “The high-growth economies of China and other emerging Asian and Latin American countries lost some momentum as 2011 wore on, but to me they now appear poised…
Sonders: Optimistic Despite "Cacophony of Naysayers"
…monumental challenges to tackle, but economic momentum has accelerated. We believe this could be setting the stage for a sustainable move higher by stocks thanks to relatively attractive valuations, continued…
What Worked In 2011
Growth and momentum strategies in general ruled the day in 2011. And in a recent RealMoney column, Validea CEO John Reese looks at two growth- and momentum-oriented strategies that performed…
O'Shaughnessy: Look to Consumer Staples
…the long haul. “Marrying very, very good valuation factors with momentum — that’s a great way to look for great stocks on a both short- to intermediate-term basis,” he says….
Reese on Momentum and Value Working Together
In his latest article for Canada’s Globe and Mail, Validea CEO John Reese says that, while many of history’s greatest investors have been value-focused strategists, momentum can also be a…
Hedge Fund Chief: Asia Offers Big Opportunities for Value Investors
…because the prices vary significantly. Sometimes they’re cheap, and sometimes they’re pretty expensive. Since it is such a momentum, growth driven market, these companies will get popular for a period…
Hussman: It's Still a Secular Bear
Top fund manager John Hussman remains quite bearish on the broader market, saying that investors who try to ride the market’s recent momentum are getting close to “ensur[ing] themselves maximum…
Tilson Sees Economy "Muddling Along"; Playing Defense with Portfolio
…and Berkshire Hathaway, both of which he’s especially high on. On the short side, he’s finding an opportunity in SalesForce.com, which he categorizes as a “momentum stock priced for perfection”….
O'Shaughnessy on How Inflation Impacts Stocks, Bonds
…4.9% annually; In high inflation climates, bonds have lost 3.1% per year, while stocks have gained 1.9%; In high inflation climates, the top decile of strong momentum stocks has gained…