Why Low Volatility Produces High Returns
They say there’s no free lunch in economics, but investing in low-volatility stocks appears to make a gourmet banquet available at diner prices.
Smart Beta’s Low IQ
Indexer Ron Surz blasts Rob Arnott, PowerShares, Russell and S&P, and says the bias toward value turns growth funds into "mush."
Rob Arnott Blasts ‘Smart Beta’ Imitators
Research Affiliates founder Rob Arnott jumps into the fray on the true meaning of smart beta, a term he views as "overused" and "ill-defined."
Investors: Beware of the Quants
Research Affiliates argues that very few investment strategies have proven their worth over time and across markets.
ETFs to Surpass Hedge Fund Assets by 2015
“We predict annual growth rates of 15%-30% around the globe,” EY reports, according to Ron DeLegge, who will speak at ThinkAdvisor's annual ETF virtual conference.
What Pro Sports Drafts Teach About Investing
Sports are not merely recreational but educational, according to Research Affiliates analysts, who derive some insights from the experience of baseball and soccer franchise owners.
The Contrarian Play: Emerging Markets Energy Sector
Emerging markets natural resource companies can be dirty companies, but they’re dirt cheap.
Brightman, Ferri Slug It Out Over Smart Beta
Is smart beta really better beta? Research Affiliates' Chris Brightman says yes, but Rick Ferri was having none of it at a Morningstar conference debate.
Morningstar Goes to Cash
Morningstar is concerned enough about valuations in U.S. markets that the firm’s chief investment officer is keeping his unconstrained portfolio at 40% cash.
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?