The Active versus Passive Performance Debate Is Nonsensical by Chuck Carnevale, F.A.S.T. Graphs One of the most hotly contested debates in finance is the argument over which is ...Read more Comments Off on The Active versus Passive Performance Debate Is Nonsensical
by Rob Arnott Noah Beck Vitali Kalesnik, Research Affiliates Key Points Using past performance to forecast future performance is likely to disappoint. We find that a factor’s most ...Read more Comments Off on Smart Beta Returns (Hint: History Is Worse than Useless)
by Jennifer Thomson, Gavekal Capital In the month of January, the most important factor correlation to performance of developed market stocks has been dividend yield (DY). Interestingly, though, ...Read more Comments Off on Companies with the Lowest Dividend Yields Are Driving Performance
What do the stock market trends in the first quarter mean for Q2 and beyond? by Jeffrey Kleintop, Senior Vice President, Chief Global Investment Strategist, Charles Schwab & ...Read more Comments Off on What do the stock market trends in the first quarter mean for Q2 and beyond?
by Ben Carlson, A Wealth of Common Sense I ran some numbers on Warren Buffett’s performance for a post this week (see Two Finance Phrases I Could Do ...Read more Comments Off on Buffett’s Performance by Decade
by Cullen Roche, Pragmatic Capitalism There’s a strong tendency in the financial markets to live in the extremes. That is, we often draw a line in the sand. ...Read more Comments Off on Why Being a Permabull or Permabear Never Makes Sense
Investment Returns Yearbook 2015 Introduction by Giles Keating and Stefano Natella, Credit Suisse 2015 has begun with a series of apparent contradictions and dramatic reversals. In the developed ...Read more Comments Off on Credit Suisse: Investment Returns Yearbook 2015
by Ben Carlson, A Wealth of Common Sense A couple weeks ago I looked at John Maynard Keynes’s investment performance and philosophy when he ran the endowment fund at ...Read more Comments Off on One Way To Beat The Market