asset allocation
The range of tools that Sébastien Page, CFA, sets out in this book can help investors make better decisions.
The old adage that allocation determines 90% of performance is rapidly becoming outdated.
How important is asset allocation? Roger G. Ibbotson shared his insights.
Do international equities still offer diversification benefits?
“There is only one thing that keeps us up at night and could topple the economy into a big recession," says PIMCO's Geraldine Sundstrom. "That is a trade war."
There simply is no substitute for experience in the investment business. Right? Well, perhaps not anymore.
What is the effect on portfolio returns when the commodity futures market as a whole is in backwardation or contango during recessions and during unexpected inflation?
Does the CFA charter add value? Why does everyone hate finance and what can be done about it? The leading Enterprising Investor posts from May address these questions and more.
Plan for the unexpected. Get comfortable with losing. Enjoy the journey. Dougal Williams, CFA, shares some valuable investing advice from an unlikely source.
Northern Trust CIO Robert P. Browne, CFA, discussed how asset allocation decisions are made using quantitative methods, while the underlying (active) portfolios are often run by managers from the fundamental school of investing, at the 70th CFA Institute Annual Conference.