Monthly Archives: January 2014

72 posts

active-investing

Signs that markets are becoming less macro-driven as correlations fall.

Why 2014 could be the revenge of the stock pickers …

Emerging market stocks and debt look attractive in 2014

South African and South Korea have potential long term.

Emerging market stocks and debt look attractive in 2014

Emerging market stocks offer value in 2014

Developing markets were crushed in 2013. This year they're back.

Emerging market stocks offer value in 2014

How I’m investing after the big rally: Kam

Ken Kam, the Marketocracy CEO who runs the Core Portfolio and the Explore Portfolio on the Covestor platform, recently penned a piece for Forbes about how he’s investing in 2014 after last year’s big rally. Kam wrote: “With the S&P 500 up almost 30% last year, many investors are trying […]

How I’m investing after the big rally: Kam

sector-rotation-investing

Managers focus on winning sectors rather than picking individual stocks.

Why sector rotation investing is hot

Why Arlington Asset is misunderstood by investors

Arlington isn't your typical mortgage REIT.

Why Arlington Asset is misunderstood by investors

mall-reits

Landlords could be impacted by store closings and weak sales.

Mall REITs face store closings and lower traffic

Steering clear of market euphoria and staying conservative

When markets soar, the following year the sometimes stumble.

Steering clear of market euphoria and staying conservative

Looking back at two years of Sustained Momentum portfolio

I hold winners for the long term in this portfolio.

Looking back at two years of Sustained Momentum portfolio

investing-risk

Managing risk and avoiding losses are among investors’ top concerns.

Are your investments keeping you awake at night?

federal-reserve

Falling market correlations are a good thing for money managers and investors.

Market getting back to ‘normal’ as Fed fixation wanes

Stocks will shine in 2014

Here's why I continue to overweight stocks versus bonds

Stocks will shine in 2014