All posts tagged "asset classes"

  • The "Frustratingly" Correlated Markets

    Tradermark at the blog Fund My Mutual Fund comments on the high correlation between markets and components within markets in his post entitled, “Six of Ten Largest Mutual Funds Currently Sport 0.99 Correlation with S&P 500.” The...

    • Posted September 8, 2010
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  • Jeremy Grantham’s Latest Quarterly Commentary

    GMO has released their quarterly letter and it contains the pointed observations of my favorite commentator, Jeremy Grantham. He has an uncanny knack for getting to the root of our problems and doesn’t pull any punches. Grantham...

    • Posted January 27, 2010
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  • Jeremy Grantham’s Latest Views

    Jeremy Grantham has a new quarterly letter posted at GMO.com. Grantham provides familiar and humorous criticism of the powers that be (the ones largely responsible for the economic mess and extremely well renumerated for their brilliance). Grantham...

    • Posted October 29, 2009
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  • Jim Rogers Bad Mouths Diversification

    Jim Rogers, world-renowned investor, has recently proclaimed it is a mistake to diversify amongst asset classes. This might be the case if you knew for certain which assets were going to outperform. In the real world his...

    • Posted April 21, 2009
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  • Jeremy Grantham 7 Year Expected Returns…Not Bad

    Jeremy Grantham, chairman of Grantham, Mayo, Van Otterloo & Co. (GMO), which manages many billions of dollars, anticipates that investing in high quality equities across the board and those in the emerging markets will provide decent returns...

    • Posted September 13, 2008
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