By John A. Haslem
This authoritative booklet permits readers to judge a few of the functionality and hazard attributes of mutual cash, whereas additionally serving as a accomplished source for college students, lecturers, and basic traders alike. heading off the fewer important descriptive method of fund choice, this publication employs a balanced strategy together with either process and alertness. The chapters mix transparent summaries of current study with sensible guidance for mutual fund research. allows readers to investigate mutual money through comparing a fund's numerous functionality and probability attributes. contains templates, which offer a good, sound method of fund research, interpretation of effects, buy/sell judgements, and the timing of selections. Combines transparent summaries of latest learn with sensible guidance for mutual fund research.
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Extra resources for Mutual Funds: Risk and Performance Analysis for Decision Making
Both fundamental analysis and technical analysis are used here, but the latter is applied only in the context of likely short-term movements in the overall market and economic outlook. Technical analysis is not applied to individual mutual funds. More precisely, particular market and economic indicators are often used to assess the short-term economic and market outlook for purposes of timing implementation of mutual fund buy/sell decisions. Active/passive portfolio management provides another important potential constraint on attainable global diversification.
Cap. size is measured by the median market capitalization of stocks in the portfolio. Table 6 provides a conceptual checklist with examples of potential constraints on attainable global diversification and resulting degrees of diversification. In addition to the five constraints discussed above, the remaining potential constraints include cash asset allocation, geographic concentration, asset allocation, market liquidity, returns distribution, industry sector concentration, security concentration, and quality concentration.
However, Solnik (2000) disagrees. While the correlation of returns varies between these markets over time, there is still ample room for successful risk diversification. European markets are more correlated with domestic markets than Asian markets, and emerging markets are least correlated with the rest of the world. Solnik et al. (1996) analyzed the correlations of international and domestic stocks and bonds and reported they fluctuate widely over time. Volatility is contagious across global markets in times of crisis, and international correlation of returns increases when volatility is high, which is not good news for global investors.
Mutual Funds: Risk and Performance Analysis for Decision Making by John A. Haslem