ValueWalk Contributor
The author of this article is a contributor to ValueWalk.com. ValueWalk is your everyday source of breaking and evergreen news on everything hedge funds and value investing.
ValueWalk Contributor's Latest Posts
Trump’s Election Sparks Record ETF Inflows
Donald Trump should get into the ETF business. According to research from Morgan Stanley in the past week long-term mutual funds posted accelerating outflows after Trump’s election but ETFs recorded the strongest inflows since July. Morgan’s figures come from data provider EPFR Global. According to the flows data, last week there was a “sharp uptick […]
Why Interest Rates Are Low (Hint It’s Not The Fed)
After dominating investment news headlines on a regular basis over the past 15 years, the Federal Reserve has found its way into the middle of the presidential election. Donald Trump has accused the Fed of propping up a “false economy” and argued that “the rates are going to have to change.” Hillary Clinton hit back […]
S&P 500 Index Could Climb 10 Percent Over Next Year
During the third quarter, the S&P 500 index recorded an increase in value of 3.3% (to 2168.27 from 2098.86). During the past 12 months, the S&P 500 index saw an increase in value of 12.9% (to 2168.27 from 1920.03). Where do industry analysts believe the price of the index will go from here? Industry analysts […]
New Money Hitting Real Estate
Patience is a virtue when it comes to investing. The idea that the Federal Reserve simply cannot raise interest rates by any meaningful amount without crippling our economy is one I have held steadfast for years. But it doesn’t mean I’m blind to the short-term swings of the market based on expectations for the Fed’s […]
Times Are Ripe For Active Management
Summary U.S. stock indexes are trading at or above valuation extremes The U.S. economy still has considerable economic slack Value-oriented “active” stock selection should thrive On just about every valuation metric, U.S. stock indexes are trading at or above historical extremes. And yet, while the U.S. equity market is overextended, the U.S. economy is not. […]
Is The Fed Putting Pension Funds At Risk?
The Third Rail During the ‘Death Throws” of Apartheid in South Africa in the early 90s a common term came about –Third Force or Third Rail. A seemingly invisible violent faction emerged during political protests to cause havoc and destruction and then mysteriously disappeared. The big question was who was this Third Force? Who did […]
The Best Performing Asset Class This Decade? It’s REITs HANDS DOWN
Which is the best performing asset class this year? If you include the whole universe of investable assets, gold wins the race but if you look at equities and fixed income it’s real estate that has been the best performing asset class this year. Analysts over at Source Multi Asset Research highlight that year-to-date, real […]
10 Most Popular Private Investment Strategies For 2017
We recently undertook a survey to determine the private investment strategies most likely to attract allocations over the next 12-months. Here are the results and our commentary. The response to our survey was overwhelming and it took me some time to collate. While I’m no statistician it is worth mentioning the methodology I employed. The […]
Global ETFs/ETPs Hit Record $3.177Tn AUM
ETFGI reports Assets invested in ETFs/ETPs listed globally reached a new record high of 3.177 trillion US dollars at the end of June 2016 LONDON — July 12, 2016 — ETFGI the leading independent research and consultancy firm on trends in the global ETF/ETP ecosystem, today reported assets invested in ETFs/ETPs listed globally reached a new record high […]
4 Things Billionaire Investors Have In Common – Part 1: They’re Obsessed With Not Losing Money!
This is part 1 of a four part series of short articles. Each article sets out to explain an important trait that billionaire investors have in common. The goal of these articles is to explain simple concepts that the best investors in the world use, that you can implement today. Success leaves clues and one […]
