We thought there'd be a shift to growth this year because value had been leading for five or six years, but we also thought there would be a shift to large caps, which clearly hasn't happened. Meanwhile, value-oriented sectors such as financial services, banks and brokers haven't been strong, another factor helping to drive growth over value. |
When investors worldwide looked for a new game that hadn't been played in a while, they latched onto Japan in a big way. |
Whenever you buy any kind of sector, you have to have the stomach for higher volatility. |
While roughly two-thirds of [U.S. diversified equity] portfolios are managed by more than one person, starting last February, they can no longer say 'team managed.' They have to name the people managing the fund. |
You can be too insular in your thinking. It could backfire big time. |
You don't have to be 75 to use a rolling wire basket. |
You get inflation, and that'll prompt a lot of investors to look overseas, even in their 401(k) plans. Those funds can be volatile, certainly, but it's best to grit your teeth, put a little money in there and not look at it every day. |