4 Investing Strategies Bogle Gets Wrong: Ritholtz
Vanguard founder John Bogle is an investing legend, Barry Ritholtz writes, but some of his investment philosophies need updating.
Gene Fama to Keynote 5th Annual Morningstar ETF Conference
Strategic beta, emerging markets, active management and alternatives are among this year's topics, as well as a keynote presentation from economist and Nobel laureate Eugene Fama.
SEC Wants to Give Everyone a Chance to Be a Bond Trader
What's the more important job for the SEC: optimizing market efficiency and stability or protecting retail investors?
Is the Market Efficient? Cliff Asness Says Yes, and No
At Morningstar, AQR Capital’s leader presents Fama and Shiller’s arguments and says he has “learned to live with my schizophrenia.”
More Than 1,000 Advisors Attending Morningstar Conference; Gross, Asness Highlight Speakers
Also, Rick Ferri will dialogue with Chris Brightman of Research Affiliates—beehive of smart beta—on alternative indexing: desirable for honey or dangerous for its sting?
On Smart Beta, Smart Skeptics
While many institutions and advisors have put money into smart-beta vehicles, there are as many asset managers and industry observers who are skeptical, to put it mildly, of smart-beta proponents’ claims.
Bogle Hailed as Warrior for the Common Investor
Michael Zeuner and Jim Patrick of Institute for the Fiduciary Standard remain optimistic, tying John Bogle's "investor first" approach to the fiduciary standard.
How to Get High Performance With Low Risk From New Strategy
Recent studies find that high-beta stocks don’t perform as well as they should, and that low-beta stocks do better than the model would predict. But why?
John Bogle on Taxes: Praise for Obama; Raise Capital Gains
Often at odds with the modern fund industry he helped create, Bogle’s comments ran counter to vehement opposition from investment managers and trade organizations over raising taxes on dividends and capital gains.
The Buzz at Schwab Impact Suggests a Client-Centric Model for Wall Street Now
At Schwab Impact, there's buzz that it's time for the Wall Street business model to become client-centric. The SEC can help.