performance

performance

The Active versus Passive Performance Debate Is Nonsensical

active investing Insight Markets Outlook passive investing Strategy
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

Smart Beta Returns (Hint: History Is Worse than Useless)

ETFs Factors Fundamentals Insight Markets Outlook
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)

Companies with the Lowest Dividend Yields Are Driving Performance

Insight Markets Outlook US Stocks
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

1H16 Equity Performance Summary

Insight Markets Outlook
1H16 Equity Performance Summary by Eric Bush CFA, Gavekal Capital On a median basis, the emerging market has performed much better than the developed market in the first six months ...
Read more Comments Off on 1H16 Equity Performance Summary

What do the stock market trends in the first quarter mean for Q2 and beyond?

Insight Markets Outlook US Stocks
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?

The Pitfalls of Benchmarking

Insight Markets Outlook US Stocks
The Pitfalls of Benchmarking by Ben Carlson, A Wealth of Common Sense The latest SPIVA numbers are out and once again it doesn’t look too pretty in terms ...
Read more Comments Off on The Pitfalls of Benchmarking

Buffett’s Performance by Decade

Insight Markets Outlook
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

Why Being a Permabull or Permabear Never Makes Sense

Insight Markets Outlook Risk Management Sentiment Strategy
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

Credit Suisse: Investment Returns Yearbook 2015

Global Investing Insight Markets Outlook
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

One Way To Beat The Market

active investing Insight Markets Outlook portfolio management Stocks Strategy
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
Page 1 of 2
1 2