This content is from: Portfolio Howard Marks’s Latest Warning “At some point, the camps of value and growth developed nearly the same fervent adherence as rival political factions,” the Oaktree co-founder said in his memo to clients. By Christine Idzelis January 11, 2021
This content is from: Premium Logica Capital Survived January — But Its Portfolio Managers Are Worried Hedge fund veterans Wayne Himelsein and Michael Green warn of an “increasingly fragile and illiquid market” caused by the growth of passive investing. By Michelle Celarier February 17, 2021
This content is from: Culture First-Time Investors Now Make Up 15% of Retail Market Individuals who began trading in 2020 are younger and more bullish than earlier retail investors, according to Charles Schwab. By Will Feuer April 08, 2021
This content is from: Portfolio Value Investing Isn’tDead Yet, Research Affiliates Argues Value’sunderperformance in comparison to growth may simply have resulted from bad luck, according to a new paper from the firm. By Alicia McElhaney January 17, 2020
This content is from: Portfolio What Investors Said — And Actually Did — During the Covid-19 Crash New research into the March downturn shows how investors’ beliefs about the markets clash with their actual behaviors. By Julie Segal October 29, 2020
Sponsored ETFs Answer Investor Appetite for Small Caps Investors and analysts are feeling optimistic. Here are the tools to pursue potential. Sponsored by iShares November 23, 2020