Robos Fail Their First Big Test

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...

Benefits And Pitfalls Of Qualified Opportunity Funds

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...

The Forgotten History Of Value Investing

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...

Value Rotation Was the Last Thing Big Funds Thought Would Happen

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...

Leon Cooperman – Bonds are the Risky Asset

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 Joins Allianz, Invesco Saying ESG Outperformed

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...

A Lost Decade for the Fama-French Factors

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...

How Dedicated Portfolios Reduce Behavioral Risk

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...

Gold ETFs Luring Record Amounts of Cash

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...

David Rosenberg Says the Bulls Are in Fantasyland

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...

We Need an Institutional Risk Measurement Questionnaire

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...

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