Robo-advisors faced their first big challenge with the bear market in the first quarter of 2020. They lost, and that is an ominous sign for the future of automated advice. Q1 2020 hedge fund letters, conferences and more geralt / Pixabay All robos employ a degree of active management. They deviate from...
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 While qualified opportunity funds (QOFs) can offer very real benefits to suitable clients, be aware of some important caveats before advising your clients to add them...
Given the dramatic underperformance of value stocks since 2017, it’s understandable that many are abandoning the strategy, believing that the premium has vanished. But, studious observers of market history know that value faced similar death sentences previously, only to undergo a rapid reincarnation and deliver spectacular returns. Q1 2020 hedge...
When the pandemic hit in March, Wall Street banks scrambled to switch their long-standing investor conferences to a virtual format. They’re now luring more people than traditional conferences -- perhaps obvious given how easy it is to log on -- but the popularity is even surprising people who organize...
Investor sentiment has turned abruptly in favor of beaten-down stocks as recovery bets mount. It’s something professional stock investors failed to foresee. Q1 2020 hedge fund letters, conferences and more mohamed_hassan / Pixabay Skepticism toward stocks that are rated cheap relative to metrics like earnings reached a 13-year high among money managers...
This article is based on a presentation from John Mauldin’s 2020 Virtual Strategic Investment Conference, which was held from May 11 to 21. Q1 2020 hedge fund letters, conferences and more Image source: CNBC Video Screenshot If rates stay low, the returns on stocks will be better than for bonds, according...
BlackRock Inc. added its contribution to a growing body of research showing that ESG portfolios -- those that consider environmental, social and governance issues alongside regular financial considerations -- outperformed traditional market benchmarks in the recent market downturn. Q1 2020 hedge fund letters, conferences and more pasja1000 / Pixabay The New York-based...
An effort by investment giants including BlackRock Inc. to redefine the $4 trillion U.S. exchange-traded fund universe has the industry’s smaller players bristling. Q1 2020 hedge fund letters, conferences and more The push to re-classify funds into four separate categories looks like a move by the biggest providers to further cement...
The First Eagle Overseas Fund has a 27-year history. What is its mandate and investment process? What are its risk controls? Get The Full Series in PDF Get the entire 10-part series on Charlie Munger in PDF. Save it to your desktop, read it on your tablet, or email to your...
The poor performance of the Fama-French factors over the last decade has led many to question the existence of the premiums. But new research shows that those 10 years were not unique, and that factor-based investing have prevailed following periods of underperformance. Q1 2020 hedge fund letters, conferences and more kreatikar...
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 fill / Pixabay The recent market volatility has caused stress, fear and even panic. But that emotional toil can be alleviated by constructing what we call “dedicated...
Investors are continuing to pour cash into gold exchange-traded funds, with 2020 inflows already exceeding any full year on record even as stocks post their biggest earnings-season rally in six years. Q1 2020 hedge fund letters, conferences and more Stevebidmead / Pixabay ETFs tracking the precious metal, seen as a safe haven...
Mark Davies is used to flying around the world, typically visiting Geneva and Monaco every month in his work as a tax adviser for the super-wealthy. Q1 2020 hedge fund letters, conferences and more pasja1000 / Pixabay Now he’s sequestered at home in southwest London because of the coronavirus pandemic, which is...
This article is based on a presentation from John Mauldin’s 2020 Virtual Strategic Investment Conference, which is being held from May 11 to 21. To register for this conference, click here. Q1 2020 hedge fund letters, conferences and more cjweaver13 / Pixabay David Rosenberg bluntly told attendees Monday at John Mauldin’s Virtual...
With their faith in basic investment strategies shattered, investors are turning to less-liquid private alternatives -- potentially charging into the center of a deepening recession along the way. Q1 2020 hedge fund letters, conferences and more JPMorgan Asset Management and Fiera Capital are among those touting the virtues of things like...
It was a haircut well worth $2,000—at least according to one of neuropsychologist Judy Ho’s patients. As California’s lockdown continues, she’s watched agog as some folks in her Los Angeles-based private practice continue to flout it. Q1 2020 hedge fund letters, conferences and more “Because of their wealth, some of my...
Isolation is old hat for Eric Jackson. Since he launched his technology-focused hedge fund in 2017, he has been running it from a home office. Q1 2020 hedge fund letters, conferences and more The pandemic requires little adjustment in how he works. But it does force investors everywhere to think about...
Charles Schwab Corp. will begin offering stock “slices” to its customers next month, allowing investors to purchase fractions of shares. Q1 2020 hedge fund letters, conferences and more stevepb / Pixabay The goal is to attract younger investors looking to purchase securities they normally couldn’t afford, as well as offering a way...
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 Alexas_Fotos / Pixabay With risk tolerance being tested for the first time in a decade, investors are reconsidering their risk appetites. Advisors have a plentiful choice of...
Is it cheap or expensive? It used to be a question that strategists answered with a simple formula, but it’s turned into a fool’s errand. The S&P 500 Index’s 12% rally in April and sharp fall in profit estimates sent its forward price-to-earnings ratio to the most expensive level in...
The biggest shock in modern market history made black swan insurance the hottest trade of the year. It was only a matter of time before the naysayers showed up. Q1 2020 hedge fund letters, conferences and more As stock turmoil recedes and fund managers the world over contemplate hedging against the...
Sam Zell, the billionaire known for buying up troubled real estate, said the coronavirus pandemic will leave the same kind of impact on the economy and society as the Great Depression 80 years ago, with long-lasting changes in human behavior that imperil many business models. Q1 2020 hedge fund letters,...
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