Investment is a subjective matter and depends on the risk taking the capacity of the individual. For instance, someone who […]
Alpha or Assets
More and more investors are buying “factor” based strategies which invest using measures like valuation and low volatility, but the […]
Importance of ROIC: “Reinvestment” vs “Legacy” Moats
By John Huber, I’ve talked a lot about the importance of the concept of return on invested capital (ROIC), and […]
Get Ready For A Weak Dollar World
Stocks officially entered a bear market last week, at least as measured by the MSCI World index. But then that […]
US alt managers increasing focus on core real estate, says Fitch
Alternative investment managers (IMs) are pursuing core and core-plus real estate investment strategies as an avenue for sustaining growth, according […]
Are Emerging-Markets Stocks Too Cheap to Ignore?
By Ben Johnson, Morningstar, Emerging-markets stocks have gone from the penthouse to the outhouse. Over the 10-year period ended Oct. […]
Market Valuation, Inflation and Treasury Yields: Clues from the Past
By Doug Short, Advisor Perspectives, Our monthly market valuation updates have long had the same conclusion: US stock indexes are […]
Where to Find Value in the Market – Profs Damodaran & Galloway
From NYU Stern YouTube Channel, Prof. Scott Galloway asks Prof. Aswath Damodaran where to find value right now, given that […]
15 year table of UK asset class returns
The different asset classes are differentiated by colour. Click to enlarge this table of historical asset class returns. Source: […]