Quant Funds Are Hot Again | Morningstar
By Greg Carlson Funds that use quantitative stock-picking models are on a roll. A list of 52 U.S.-sold quant funds compiled by Morningstar beat more than 80% of their respective peers over the trailing...
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To sell or not to sell?
Recent acquisition Northern Star Resources [NST] in the ASX 200 portfolio is a great example of the conundrum faced by long-term investors when a new stock leaps out of the starting blocks....
View ArticleFidelity Reviewed Which Accounts Did Best And What They Found Was Hilarious |...
From Miles Udland: [James O’Shaughnessy of O’Shaughnessy Asset Management] relays one anecdote from an employee who recently joined his firm that really makes your head spin. O’Shaughnessy: “Fidelity...
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The Quants Run Wall Street Now | WSJ
From Gregory Zuckerman and Bradley Hope: For decades, investors imagined a time when data-driven traders would dominate financial markets. That day has arrived. …. quantitative hedge funds are now...
View ArticleA sobering assessment of the global economy
Donald Amstad from Aberdeen Standard Investments: “the developed world is verging on catastrophe…. we are facing an unprecedented bust in risk-free (bond) markets.” Hat tip to Marcus Padley
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