“When I look back on all these worries, I remember the story of the old man who said on his deathbed that he had had a lot of trouble in his life, most of which had never happened.”...
The recent market cycle, favoring growth, is nearing two standard deviations, a potential sign of a shift in investor sentiments.
For almost 30 years, value investing has on average outperformed...
In a low nominal growth world, yield is indeed poised to be a scarce commodity, and yield-driven equity asset classes have multiplied to satisfy demand. In some cases, there is dubious...
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Global equity markets retreated by some 8-15% in the third quarter, with the preponderance of the damage occurring during an eight-day span in mid-August. ...
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