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Economic Commentary

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Economic Commentary from Global View Investment Advisors.


Does Fund Size Erode Mutual Fund Performance?

A recent article, “Drawing the Line of Asset Bloat” by Russel Kinnel published in Morningstar magazine examined the effect of swelling asset size on mutual fund performance. Kinnel highlights several anecdotal examples of how growing size of a mutual can significantly impair the fund’s future returns including the infamous Fidelity…

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Manager Due Diligence Trip

Manager Due Diligence Trip                                                                    January 8, 2014                                                              Executive Summary Following my trip to the West Coast after Ironman Arizona in November, I took the opportunity to visit with three prominent fund managers in order to gain insight into their investment process and current view of the world.  As a fee-only…

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How the Economic Machine Works

Ray Dalio, Founder of Bridgewater Associates This 30 minute video explains, in a very clear and easy to understand way, how the economy responds to the short term debt cycle, the long term debt cycle and productivity growth.   Dalio believes we are currently in an economic period known as a…

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Manager Update:Charles de Vaulx on Cautious Positioning

“We have never been as cautiously positioned as we are today.” Charles de Vaulx, Portfolio Manager, IVA Funds In a recent interview with Advisor Perspectives, Charles de Vaulx, portfolio manager with International Value Advisors (IVA), told investors what IVA is doing to preserve capital in a tough investment environment.  The…

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Bonds vs. Stocks – What Happens Next

Since the US Federal Reserve has signaled an exit strategy, “taper” or reduce purchases, both “safe” bonds (US treasuries) and risky assets (stocks and high yield bonds), have been correcting in price. The chart below shows two periods in the last 6 years when treasury bond and stock prices have been…

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Nominal GDP Growth Falls Again

Nominal GDP Growth Falls Again

GDP reported Friday failed to meet expectations.  More importantly, GDP growth, year on year, is at a level never previously experienced outside recession.  This data supports ECRI’s stance that the US is currently in a mild recession that began about midyear 2012. Click here to read the complete article.

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