Special Report on
Absolute Return Investing
Absolute Return Investing - Trends
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This week I’m taking a much-needed vacation in Goa, India, with my family. So I’ve asked Monty Agarwal to fill in for me. As our resident expert on hedge funds, sovereign wealth funds, and other private investment partnerships, Monty has great insight into the way professional investors approach the markets. Read his column today, and you’ll see what I mean! — Nilus The term “relative returns” refers to returns as compared to a benchmark index. Most money managers, such as mutual funds, will aim to produce returns that beat a benchmark, e.g. the S&P 500 or the Nasdaq 100. For example, suppose that the S&P ...
In last month’s letter I looked at the challenges confronting the world’s baby boomers based on the assumption that we are in a structural equity bear market, which implies below average returns for equity investors for several more years to come. Central to this forecast is my expectation that household de-leveraging, which is now underway on both sides of the Atlantic, has much further to run. In other words, we are in a balance sheet recession. When that happens, debt reduction becomes the priority. Savings rise and consumption falls at the expense of economic growth. Please note that ... Read More
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ABSOLUTE RETURN INVESTING
WPHECN #15 History of economic thought
Authors@Google: Burton Malkiel
- the Presentation slides - FA Magazine
- Merk Webinar Replay: Update on the Euro & Global Currencies - Merk ...