…Turkish stocks only compromise 1.6 percent of our EM exposure, which in turn isn’t more than five percent of our equity allocation. A typical 60/40 client of Acropolis has less…
…smart, fair and thoughtful – important traits for an economist. Mr. Emmons started with the idea that recessions come in three different varieties. First, the economy can become ‘over-extended’ and…
…2000, 2001 and 2002, when the S&P 500 lost -10.1, -13.0 and -23.4 percent respectively, the strategists had said that the market would gain 3.8, 20.7 and 12.4 percent. Wow…
…new shares as new investors come into the fund and shares are created or redeemed after business hours at the net asset value (NAV) directly with the fund company. In…
One of the best decisions that our Investment Committee made was back in 2008 when we decided not to add commodities to the portfolio. It’s hard to believe now, but…
…smaller than the Dogs, which have an average market cap of $145 billion. The size premium, that small companies tend to outperform large companies, can play itself out even within…
…or, in a perfect world, doing both. So far, we’ve looked at three equity factors: size (small companies tend to outperform large companies), value (cheap companies tend to outperform expensive…
…the company. The implication is obvious: small companies have outperformed large companies. The largest (and most familiar) stocks have the worst performance and the smallest companies are heads and shoulders…
…own thunder and am kind of wiped out from preparing, but I will show one more slide in advance of the show. In the coming weeks, I’ll probably use more…
…lot of company stock in your 401k. I’ve seen articles over the years that participants are putting less and less in company stocks, but I haven’t seen any hard numbers….
