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Hedge Fund Monthly

Wed, 14 May 2014

Growth-stock troubles trip up hedge funds in March.

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  1. Dividend-Paying Stocks Are Not Bonds

    Vanguard's chief economist, Joe Davis, cautions investors who turn to equities to replace bond income and also offers some vehicles for short- and long -term inflation protection.

  2. Large-Growth Stocks Still Have Room to Run

    Fears of past market crises have investors selling the category despite its wide margins of safety and outperformance over its blend and value counterparts, says Morningstar's Shannon Zimmerman.

  3. Fund Flows: 2013's Biggest Winners and Losers

    Passive equity funds, noncore bonds , alternatives, and many of the fund shops that sell them fared well last year, while core bonds , commodities, and gold suffered.

  4. Watch for Overlap Among Low-Vol and High-Dividend Funds

    Although fund shops often promote the strategies' differences, correlations between the two are high as healthy dividend payers also tend to be lower-volatility companies.

  5. Retirees: Focus on Portfolio Value, Not Yield

    There are better ways to get retirement income than sacrificing portfolio diversification and balance for higher-risk assets, cautions Vanguard's Joel Dickson.

  6. Out of Equities and Into the Fire?

    Although investors may remain broadly skeptical of equity markets, asset flow data suggest they could be taking more risk than expected in other asset classes.

  7. Ferri's 10-Year Market Forecast

    Portfolio Solutions' Rick Ferri expects stocks to return 7% and bonds to yield 2% during the next decade, and he also offers tips on how investors should handle their fixed-income positions.

  8. Investors Remain Skeptical of Stock Funds

    Despite equities' strong returns, investors remain unexcited about stocks and instead continue to put more money to work in bond funds.

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