Tag #Investment Strategies

Showing 73 to 84 of 144 results

forbes.com
🌐 75% Global Worthiness
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Elevated US Recession Risk Due to Interest Rates and Trade Uncertainty

High interest rates and tariff uncertainty are increasing U.S. recession risks, as indicated by the Atlanta Fed's GDPNow model projecting a -2.4% Q1 2025 GDP growth rate, prompting consumers and businesses to cut spending; however, a recession is not inevitable.

Progress

44% Bias Score

Reduced Inequality
theglobeandmail.com
🌐 75% Global Worthiness
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Canadian Utility Stocks Outperform Market Over 25 Years

A 25-year backtest of Canadian utility stock portfolios reveals average annual returns ranging from 8.7 percent to 15.5 percent, exceeding the S&P/TSX Composite Index's 7 percent return, but also showing vulnerability to market downturns.

Progress

52% Bias Score

Decent Work and Economic Growth
dailymail.co.uk
🌐 75% Global Worthiness
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Investment Strategies: Performance Chasing vs. Long-Term Growth

AJ Bell's study of six investment strategies over one and ten years showed performance chasing yielded the highest short-term returns (£25,500 from £10,000 over ten years), but a global tracker fund provided superior long-term growth (£32,500).

Progress

40% Bias Score

Reduced Inequality
abcnews.go.com
🌐 85% Global Worthiness
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Stock Market Volatility: Experts Advise Long-Term Investment Strategies

The U.S. stock market recently experienced a 6% drop due to concerns about President Trump's tariffs and slower economic growth, prompting experts to advise investors to maintain long-term investment strategies despite market volatility.

Progress

48% Bias Score

Reduced Inequality
theglobeandmail.com
🌐 75% Global Worthiness
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Mackenzie Investments' Machine-Learning Driven Stock Strategy Delivers 30% Returns

Arup Datta, senior vice-president at Mackenzie Investments, utilizes a machine-learning model alongside growth, value, and quality metrics to select stocks, resulting in significant returns for the Mackenzie Global Equity Fund, which achieved a 30 percent return over the past year.

Progress

40% Bias Score

Decent Work and Economic Growth
forbes.com
🌐 75% Global Worthiness
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Mutual Fund Selection Challenges: Over 5,348 Funds and the Need for Deeper Analysis

With over 5,348 mutual funds across twelve styles, investors face challenges in selecting the best option due to the vast number of choices and the difficulty of analyzing each fund's holdings. The top-performing fund, Royce Small Cap Special Equity Fund (RSEIX), highlights the importance of thoroug...

Progress

48% Bias Score

Reduced Inequality
forbes.com
🌐 55% Global Worthiness
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High-Yield CEFs Outperform Despite Higher Fees

Closed-end funds (CEFs), despite higher average management fees, provide significantly higher dividend yields (8.5% vs. 1.4% for SPY) and have outperformed the S&P 500 in several cases, making their higher fees justifiable for investors focused on high income and capital appreciation.

Progress

56% Bias Score

Reduced Inequality
elmundo.es
🌐 85% Global Worthiness
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Spanish Ibex 35 Outperforms Amidst Trump-Induced Market Instability

Early 2025 witnessed stock market instability due to Donald Trump's influence, yet the European market, particularly Spain's Ibex 35, showed resilience, growing 15.1% in early 2025, exceeding the Eurostoxx 50's growth. Analysts point to Spain's service-based economy, low debt, and attractive valuati...

Progress

48% Bias Score

Decent Work and Economic Growth
theglobeandmail.com
🌐 85% Global Worthiness
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Women's Rising Wealth Creates Opportunities and Challenges for Wealth Management Firms

By 2028, Canadian women will control $3.8 trillion in assets, prompting wealth management firms to adapt their strategies to attract and retain female clients who prioritize financial planning and holistic approaches, unlike men who focus on short-term gains.

Progress

40% Bias Score

Gender Equality
forbes.com
🌐 85% Global Worthiness
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US Creates Sovereign Wealth Fund, Highlighting Retail Investment Disparity

President Trump signed an executive order creating a US sovereign wealth fund, highlighting the vast difference between institutional and retail investor resources; advancements in AI could soon create personalized "SWF-lite" solutions for individuals.

Progress

48% Bias Score

Reduced Inequality
theglobeandmail.com
🌐 85% Global Worthiness
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Academic Study Confirms Stock Picking Outperforms Passive Investing

A new academic study proves that mutual fund managers collectively possess stock-picking abilities that outperform passive benchmarks and consensus-based strategies from analyst recommendations, challenging the efficient market hypothesis and offering a new approach to investment.

Progress

64% Bias Score

Reduced Inequality
themarker.com
🌐 75% Global Worthiness
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Israeli Households' Irrational Savings Habits Result in Significant Financial Losses

Due to rising prices, many Israeli families are holding approximately 2 trillion shekels in low-yield bank accounts, demonstrating irrational financial behavior despite investing a significant portion in higher-yielding assets; this is due to the perceived risks of the stock market.

Progress

48% Bias Score

Reduced Inequality

Showing 73 to 84 of 144 results