equities
Small-cap companies are poised for a rebound. The sector is best approached through an active investment strategy where expertise and a deep understanding of the individual businesses and their risk-and-reward characteristics are necessary for success.
Stocks are a good wager over the long term, on favorable odds. But stocks remain a bet, and investors must grasp how much returns can vary over long time horizons.
No doubt the past year has been difficult for equity income investors. But history, inherent biases, mean reversion, and the current market backdrop point to a comeback.
A simple analysis shows that Robert Shiller's cyclically adjusted price-to-earnings ratio changed in the 1990s and that mean-reversion concerns may be misplaced. If CAPE changed three decades ago, however, there is nothing preventing it from doing so again.
As a stock falls in value, it becomes more sensitive to market movements and its total volatility increases.
Regret risk is a quantifiable phenomenon. The answer for some clients may be equally weighted portfolios.
Sometimes, regardless of the holding period, stocks do underperform in absolute terms or relative to bonds.
Daniel Peris's new book advises investors that the tide is about to turn: favor dividends over share growth alone.
Growth and value style returns are the market's veritable gulf stream, and investors should not ignore their powerful currents.
How can investors address the denominator effect in private equities?