Mutual Fund Valuation
Mutual fund valuation can be complicated when some securities prove to be hard to value and illiquid. After all, when it comes to investments, liquidity risk is having your money…
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Term Selection For Investors: The Winning Strategy
Editor’s Note: This article was written in 1997. Although the market context was the 30 years from 1966 to 1996, the investment climate was generally the same as now. Interest…
Sector Rotation in Equities
Sector rotation targets individual sectors, where sector rotators pick stocks that reflect the economic and political outlook for markets. But there are risks when timing is off or those outlooks…
What Is A Sector Rotation Strategy in Bonds?
An investment manager will fine-tune a client’s bond portfolio from time to time, moving from one sector to another using a sector rotation strategy to take advantage of the best…
Term Structure of Interest Rates
The term structure of interest rates for bonds, or yield curve, provides insight into the future direction of interest rates. It also reflects expectations for monetary policy conditions. Term Structure…
Mutual Fund Bible: Does Size Really Matter?
Editor’s Note: This article was written in 1998 by Thomas Box. The recent lackluster performance of Trimark’s Canadian equity funds has spawned yet another flurry of articles questioning the wisdom…
