Investor Conversations During Disruptive Markets
The market disruption over the past four to five weeks has been disconcerting, but it has also presented potential opportunities for valuable introspection. When discussing current conditions, there are several broad observations and several very specific ideas that can benefit your clients.
Risk Management in Investing
An Introduction to Portfolio Hedging
A Pullback, Correction or Bear Market? How To Tell The Difference
How does an investor know if the market is in a correction or the start of a bear market? Many investors have a difficult time distinguishing the differences, and the psychological toll of watching the market drop day after day can lead to poor decision making.
3 Mistakes to Avoid Amid the Market Downturn
Five Questions: The Future of Asset Management with Meb Faber
Meb Faber and his team have built Cambria into a $700 million+ asset management firm during a period where many small managers have been struggling.
The Pros and Cons of Trend Following
To say that the track record of market timers in general is dismal would be an understatement. There are so many factors that impact market returns that getting them all right is next to impossible. And even if you do, figuring out what is and is not already priced in can be an equally fruitless exercise.
The Real Deal with Emerging Markets
Emerging markets give many investors cold feet. On our latest podcast, EM equity pro Gordon Fraser discusses whether now may be time to warm up to the elusive asset class.
Reduce the Risk Associated with Time Value Decay
The Benefits of Staying Focused
Factor-based investment approaches are rapidly gaining in popularity in multiple markets thanks to their ability to deliver positive long-term risk-adjusted returns.
Q&A with MSCI: Why Multifactor Index Construction Matters—Part 1
The rise of multifactor strategies has been an important evolution within smart beta. There are varying approaches to constructing multifactor indices, resulting in considerably different index composition.
The Mechanics of Value Investing
In this episode, Jack and Justin, partners at Validea, talk about the mechanics of systematic value investing and the many decisions that go into constructing a value portfolio.
Webinar – Validea – Replicating Great Investors & Other Demonstrable Strategies for 2020
The Value of Advice: Improving Portfolio Diversification
How To Trade The News – Anticipating News-Driven Volatility Spikes
Conventional wisdom holds that public policy risks are random and exogenous random variables that generate market volatility unrelated to, and sometimes in opposition to, “the fundamentals.
Some Thoughts on the Struggles of Factor Investing in the Past Decade
The Importance of the Sector Story
A Simple Yet Effective Approach to Emerging Markets
A key rationale for emerging markets exposure is the potential for these countries to deliver greater growth than the developed world. In theory, emerging markets economies are in the growth stage of their lifecycle and should expand at a faster rate than those in the developed world.
Exploring The SEC Plan That May Change How Over-The-Counter Securities Are Quoted
Investors interested in over-the-counter (OTC) securities may be in for a variation, according to a new SEC proposed rule change.
The Elusive Definition of Risk
Risk is one of the most challenging concepts to define in investing. There are countless ways to measure it and a myriad of opinions on the proper way to evaluate it. And the debate over risk is not some theoretical academic debate that doesn’t impact everyday investors.
What Are Blue Sky Laws?
Blue Sky laws are, in essence, state securities laws. Though the exact laws differ from state to state, the purpose—to regulate the offering and sale of securities and protect the public from fraud or misinformation—remains the same.
Risk and Volatility Management
Learn from Peter Lynch but Don’t Think You Can Replicate Him
Secrets of 2x Advisors
Our panelists, David Griffin of Atlanta Retirement Plans, Jania Stout of Hightower, and Robert Scherzer of Pensionmark, discuss what they learned on their path to 2x, including how they conquered the challenge of growing so rapidly.
More About Monetarism
Monetarism, which was largely associated with Nobel Laureate economist Milton Friedman, posited that GDP and inflation were primarily influenced by the money supply. A central tenet was the quantity theory of money.