AAMA: What An Inverted Curve Really Means
(AAMA) By most measures, the U.S.
(AAMA) By most measures, the U.S.
What You Need to Know To hit his 40% peak-to-decline forecast, the S&P 500 needs to drop more than 20% more, Shilling said. Equities are expensive despite the market's drop this year, he said. Even defensive stocks should be avoided, Shilling suggested.
Kestra has joined the model investing era with the launch of its first two portfolio series. We welcome their initiative and are eager for more.
Modern portfolio theory wasn't built to bear a market like this and the recovery won't give your clients what they need. Time to escape the style box.
Your clients look to you for leadership on the market. But asset managers with the actual insight it takes to beat the benchmark are extremely scarce.
These funds are "aristocrats" for a reason. And they're outperforming conventional value strategies this year . . . not to mention growth.
Who doesn't want more on the inner workings of DFA? Ben Lavine attended the latest conference and his notes are, as always, extremely insightful.