At Bland Garvey, we advocate for evidence-based investing so we can bring logic, transparency and simplicity to your investment experience.
Larry Swedroe tallies mid-year hits and misses for 2017’s “sure thing” predictions. Larry Swedroe, Director of Research, The BAM Alliance At the start of each year, I compile a list of predictions that gurus have made for the upcoming year, along with some items I frequently hear from investors—sort of a consensus of “sure things.”…
Larry Swedroe unpacks the data in his latest review of hedge funds’ lagging performance. Larry Swedroe, Director of Research, The BAM Alliance Hedge funds entered 2017 coming off their eighth-straight year of trailing U.S. stocks (as measured by the S&P 500 Index) by significant margins. And for the 10-year period ending 2016, one that included…
Are REITs a distinct asset class? Larry Swedroe, Director of Research, The BAM Alliance Many investors think of real estate investment trusts (REITs) as a distinct asset class, because in aggregate they have historically had relatively low correlation with stocks and bonds, and their returns were not well-explained by the single-factor CAPM model. For example,…