This week we talk to Ritholtz Wealth CFO Bill Sweet. Bill has had a very unique career, which started serving our country in the military and also included a stint…
Tag: Featured
The Underappreciated Growth Story of Emerging Markets with Kevin Carter
Value investors currently love emerging markets. Whether you look at projections from GMO or Research Affiliates or any of the other major firms who look at expected returns, you will…
A Look at the Different Approaches to Factor Timing
By Jack Forehand, CFA, CFP® (@practicalquant) — Factor timing has always been one of the most alluring areas of investing for me. It is very clear that all factors have periods where they…
Worried About the Future of the 60-40 Portfolio? We Look at Some Alternatives
The 60-40 portfolio has been a solid long-term performer for investors. It has worked in bull markets. It has also held up well in deflationary shocks. But with expected returns…
What is Your Investment Edge?
From time to time we have guest posts on Validea’s Guru Investor blog from others who we admire, respect and are providing valuable insights to investors. Today’s post is from…
Balancing Return and Risk in Factor Investing with Harin de Silva
Many factor investors tend to use similar approaches. You will typically see some value and momentum in their strategies. You will also likely see some quality, and maybe even some…
Three Ideas to Help Fundamental Investors Weather a Flows Based Market
By Jack Forehand, CFA, CFP® (@practicalquant) — The market has changed in the wake of the pandemic. Retail trading is up dramatically. So is options activity. And narrative is driving returns much more…
Dispelling Myths in the Value vs. Growth Debate with GMO's Ben Inker
After years of struggle, it seemed like the big rebound value investors had been waiting for was upon us in the wake of the 2020 bear market. But recent months…
Options for Investors Worried About the Future of the 60-40 Portfolio
By Jack Forehand, CFA, CFP® (@practicalquant) — The 60-40 portfolio just finished one of its best decades in history. And that comes on the back end of a period starting in 1980 that…
Return Stacking w/ Corey Hoffstein of NewFound Research & Rodrigo Gordillo of ReSolve Asset Management
With bonds yields near all time lows and stock valuations near all time highs, the future returns of the 60/40 portfolio don’t look promising. This has led many investors to…