Advisor Perspectives – ValueWalk Premium

Academically Verified Investment Strategies that Failed

I give these brilliant investment strategies a failing grade. Q2 2020 hedge fund letters, conferences and more As advisors and investors, we have evolved over the past several decades from foolish tactics such as picking hot stocks and market timing to more sophisticated strategies. Those sophisticated strategies are supported by peer-reviewed...

The Fallacy of CAPE as a Market Predictor

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q2 2020 hedge fund letters, conferences and more Analysts have many ways to estimate expected market returns. The challenge is to identify those few that provide usable information for making investment decisions. In this...

The Enduring Futility of the Endowment Model

Investors have no chance of adding alpha by pursuing an “endowment” model. New research shows that even the most sophisticated institutions do worse when they increase exposure to alternative asset classes. Q2 2020 hedge fund letters, conferences and more stevepb / Pixabay Educational institutions hold hundreds of billions of dollars in endowment...

If Buffett Were A Fund Manager

If you were to ask investors who is the greatest investors of our time, Warren Buffett’s name would be at or near the top of everyone’s list. Buffett’s two great contributions have been that he has taught investors to have a value approach and that he has preached the...

The Active Management “Police” Have Been Defunded

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Unlike passive investors, who buy at any price, active managers police markets to drive price discovery. But the active police has been defunded. Apple’s stock is up more than 20% since the market peak...

Wall Street Is Throwing Billions at Once-Shunned Gold Miners

A year ago, you couldn’t get Wall Street to touch most gold miners’ stocks. Today, it’s throwing billions at the industry. Q2 2020 hedge fund letters, conferences and more Stevebidmead / Pixabay Precious-metals miners once seen as too leveraged and high-risk for the typical investor raised $2.4 billion in secondary equity offerings...

BlackRock Sees Bond ETF Assets Soaring to $2 Trillion by 2024

The bond ETF universe could almost double in less than four years as traditional fixed-income heavyweights embrace the funds, according to BlackRock Inc. Q2 2020 hedge fund letters, conferences and more stevepb / Pixabay Institutional investors such as pension funds and insurance companies are increasingly warming to bond exchange-traded funds in the...

Buffett, the Airlines and Recognizing Your Mistakes

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q2 2020 hedge fund letters, conferences and more Even before the coronavirus my firm were not big fans of the airlines business. Planes are expensive. Airlines have to pay for them whether they are...

Ex-Banker Launches Wealth Tech Firm for Super-Rich Families

Bobby Console-Verma isn’t letting the pandemic slow down his business plans. Q1 2020 hedge fund letters, conferences and more Maklay62 / Pixabaycash The former investment banker and fund manager has set up 1fs:Wealth, a London-based technology firm that aims to help family offices and rich individuals manage their assets. Console-Verma, 54, has...

The 60/40 Allocation is Broken

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q1 2020 hedge fund letters, conferences and more Historically low bond yields threaten the diversification value of bonds in the traditional 60/40 allocation. The graph below shows how many basis points benchmark U.S. Treasury securities...

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