Reducing Sequence Risk Using Trend Following and the CAPE Ratio Andrew Clare, James Seaton, Peter N. Smith, and Stephen ThomasFinancial Analysts Journal A version of this paper can be found hereWant to read our summaries of academic finance papers? Check out our Academic Research Insight category...

Traditionally seen as recession-proof, utilities have been underperforming the broader U.S. market in the current economic downturn. That may present a buying opportunity for investors harboring doubts about the latest bull market. Read More WSJ.com: Markets...