How do you know whether a multi-asset portfolio is worth the investment? No policy portfolio benchmark exists against which investors can measure their multi-asset investment strategy. Until now.
Women and men want to invest in causes and concerns that matter to them, says Barbara Stewart, CFA. The big opportunity for the financial industry will be to understand these value preferences and to offer the best advice as to how clients can allocate some of these "value investments" via traditional equity markets.
GMO's Tina Vandersteel, CFA, believes emerging market debt is attractively priced, particularly local currency debt at current relative levels. Vandersteel believes opportunities to outperform are real, especially from a bottom-up perspective, despite challenges created by declining liquidity.
Instead of creating complex multilinear factor regressions, investors can outperform the market simply by selecting the stocks with the smoothest return profile — good, old, boring stocks that show no drama and a lot of stability, writes Joachim Klement, CFA.
David-Michael Lincke, CFA, said that commodities continue to offer many investors meaningful benefits through diversification, inflation protection, and absolute returns.
What is risk parity? Is leverage an essential part of the strategy? How have risk strategies performed over time? Larry Cao, CFA, addresses these questions and highlights some of the most insightful readings on the subject.
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