Predictions for 2014: Rodriguez, Fisher, Buckingham, Arnott
Our experts foresee market volatility in 2014—spurred by Washington.
How Advisors Can Understand, and Use, Smart Beta Strategies
A focus on 'improving the client experience' may well yield more innovation, especially in ETFs, says Tony Davidow of Schwab.
Are Fundamental ETFs Better?
While traditional market capitalization weighted funds still rule the roost, ETFs that use alternative weighting strategies deserve attention.
Desert Island Portfolio: What Would You Buy if No One Was Watching?
Sheltered from 24/7 news cycles and short-term portfolio statements, the best investments are in the “most feared and loathed” market sectors, Research Affiliates says.
Are We Near the End of a Long Bull Run?
A look at the past 13 years of Dow history raises the question: Is a third bear on the way? Rob Arnott seems to think so...
Index Investing King Rob Arnott Comes to Morningstar ETF Invest
The founder and evangelist of fundamental indexing presents upside-down portfolios to prove a point about the benefits of smart beta.
Want to Win the Investing Game? Bet on the Losers
If stocks are mispriced and it is possible to determine, generally, which ones are underpriced, why don’t more investors try to take advantage of this?
Arnott’s Value Firm Grabs Momentum ‘Hot Potato’ in Paper
The risk of a portfolio blowup is high, says Research Affiliates, but momentum investing could improve returns as a short-term add-on.
Schwab to Launch 6 Fundamental Index ETFs
“We know RIAs have been waiting for these ETFs, and we’re excited to deliver them,” says Charles Schwab Investment Management President Marie Chandoha.
Tony Davidow, ‘Equal Weight Evangelist,’ Brings His Message to Schwab
Shortly after hiring Tony Davidow as its alternative beta and asset allocation strategist, Schwab filed regulatory papers for a lineup of ETFs that will use fundamental indexes.