from moneyweek unless specified otherwise
- three specific investing styles have been shown by research to deliver market-beating returns over the long run. Buy cheap stocks. Buy small caps. And buy winners – stocks that are in a rising trend beat those on a losing trend
For quite a while, Ibbotson has been doing research into liquidity. He reckons that he’s proved that illiquid stocks beat liquid ones over the long run, and that this is another measure to add to the three existing ‘factors’
For quite a while, Ibbotson has been doing research into liquidity. He reckons that he’s proved that illiquid stocks beat liquid ones over the long run, and that this is another measure to add to the three existing ‘factors’
-platinum, palladium
-On a global basis, demand and inventory trends suggest a pick-up in economic activity in the second half of the year. If so, our high single digit forecast for 2014 equity market returns should be able to withstand the onset of (eventually) tighter monetary policy in the US. The ongoing M&A boom probably won’t hurt either. ::: Michael Cembalest, J.P. Morgan Asset Management
-shorting the Kiwi versus the US dollar
-Buy Japan. All else being equal, a stronger dollar and a weaker yen are good news for the Japanese market.
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