Minisode - The Case for High Dividend, Low Volatility Investing
Our topic today is multi-asset class and multi-factor-equity strategies. One of the leaders in that field is QS Investors. It offers a quantitative approach that unites the intellectual and academic precision of science, engineering, mathematics, and finance and investment expertise with the power of data and technology.
Investors Are Piling Into Safe Havens on Coronavirus Fears
Gold mining stocks have broken out, with several hitting new 52-week highs this week. Gold royalty and streaming companies, including Franco-Nevada and Wheaton Precious Metals, also hit fresh 52-week highs.
Why Americans Want Socialism
I don’t believe they really want socialism. Few even understand what it is. What they want is change. They see little hope for improvement in their situations, no matter how hard they work and sacrifice. They don’t see anyone in authority trying to help them. So, when someone offers what sound like easy answers, they jump aboard.
Changes to the Market Forecast
The Lazard Multi-Asset team details their views over the next six to 12 months. While the United States-China Phase 1 trade agreement and the United Kingdom’s exit from the European Union have reduced near-term uncertainty and improved sentiment, the coronavirus outbreak in China could have a noticeable negative effect on global economic activity.
Five Reasons to Consider Investing in Small-Cap Value Stocks
Many investors overlook lesser-known smaller companies in favor of well-known behemoths, but there are some mighty values in small-capitalization (cap) stocks, according to Franklin Small Cap Value Fund Portfolio Manager Steve Ranieri. He outlines five things for investors to consider.
Making the Most of Merger Arbitrage
Merger arbitrage can create highly attractive returns. But there’s a big problem: hedge-fund managers typically take 30%–50% in fees. We advocate a smarter way to approach merger arbitrage investing, with much lower fees.
Why We're Pivoting Into Renewable Energy
Bernard Looney, BP’s new chief executive, wants to cut his company’s greenhouse gas emissions down to zero by 2050. To do that, the world’s sixth-largest energy company is committing itself to massive investment in renewable energy, including wind, solar and biofuels.
3 Reasons to Stick with Tech Stocks
Technology shares are once again leaving everything else in the dust. Year-to-date, the MSCI Information Technology sector, led by U.S. tech, is beating the broader market by over 5% and is ahead of laggards, notably energy, by nearly 20%.
Existing-Home Sales Declined in January
This morning's release of the January Existing-Home Sales fell to a seasonally adjusted annual rate of 5.46 million units from the previous month's revised 5.53 million. The Investing.com consensus was for 5.43 million. The latest number represents a 1.3% decrease from the previous month and a 9.6% increase year-over-year.
What to Do When a Strategy Performs Poorly
In recent years, U.S. stocks have far outperformed international stocks, and growth stocks have far outperformed value stocks. That has led many to question the benefits of diversification and ask what they should do when an investment strategy performs poorly. This podcast will answer that question.
Tech Stocks Should Be Prominent in ESG Portfolios
The Wall Street Journal criticized ESG portfolios earlier this month for being dominated by big technology stocks. But we think technology stocks are integral to a responsible investing agenda when chosen as part of a well-defined process targeting companies that foster environmental, social and governance (ESG) improvements.
Implications of the Coronavirus for Natural Resource Investors
The coronavirus and the impact of containment efforts on global economic growth and oil demand is influencing investor sentiment and behavior, according to Franklin Equity Group’s Fred Fromm. Despite the outbreak’s near-term impact on commodity prices and natural resources stocks, he explains why he thinks the situation is likely to be manageable for most companies in the long run.
What’s Behind the Breakout in Gold?
This week’s breakout in gold is an epic expression of our times in which potential economic problems are quickly followed by massive actual and expected responses by central banks and governments. The problem de jour (for both markets and the public) is of course the real and scary health and economic consequences of a further spread COVID-19.