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The Chart Room

Rules of the Fund Road

“Watch the fees and don’t look back.” This quote is the take away from an article in the New York Times which details the findings of a recent Morningstar study that shows how low-cost funds are more likely to succeed.
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Investors Rewarded for Trek Into Little Known Markets

The past 18 months have been rewarding to investors with allocations to the Frontier Markets. The Wall Street Journal has put together an in-depth look at the recent market performance.
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S&P Upgrades Spain by One Notch, Fitch Raises Greece to ‘B’

Good news for two countries in the PIIGS!
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Is China Really About to Overtake the U.S.?

Explore this recent article from CNN World and learn about the importance of PPP (purchasing power parity) and how that serves as a good measure of economic strength and power.
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The Illogic of Active Trading

More insight on behavioral finance from Carl Richards.
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Pariahs to Investor Darlings: What’s Next for the “Fragile Five”?

The Financial Times takes a look at the economies of Brazil, India, Indonesia, Turkey and South Africa (the “Fragile Five”) to see which countries have made a comeback and where there is room for progress.
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Ignore Emerging Market Fears, Says Mobius

Mark Mobius provides his observation of current trends in Emerging Markets as well as insight into his investment methodology.
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Why Our Firm Uses DFA Funds

Dougal Williams, CFA offers his insight on the success of Dimensional Fund Advisors (DFA) mutual funds in this article published by Advisor Perspectives.
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What’s a Five-Star Fund Worth?

Brendan Conway of Barron’s takes a look at R.W. Baird’s recent study of Morningstar’s star-rating system. Read on to find out the results of the study and see the importance of sound qualitative analysis.
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Warren Buffett to heirs: Put my estate in index funds

In this article from Market Watch, Buffett explains why he likes Index Funds and suggests that investors should “…ignore the chatter, keep your costs minimal, and invest in stocks as you would in a farm.”
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