Section
Asset Allocation
161 posts
Diversification Can’t Cure Overvaluation Disease
by Peter Cook, via Clarity Financial Main Ideas: A traditional portfolio of stocks and bonds (i.e., what almost…
Tactical, But When?
by Corey Hoffstein, Newfound Research Summary We’re often asked, “is now a good time to implement tactical strategies?”…
Chinks in the Armor and Its Implications for Asset Allocation
by Bryce Coward, CFA, Knowledge Leaders Capital Indicators of market breadth are often useful in confirming or telegraphing…
Can We Improve Sector Rotation?
Can We Improve Sector Rotation? by Corey Hoffstein, Newfound Research Momentum-based sector rotation is a popular investment strategy.…
Get Comfortable with Being Uncomfortable, Part 2: Maximum Diversification
by Adam Butler, CEO Resolve Asset Management This is the second of a three-part series we’re affectionately calling…
Interview with MIT's Andrew Lo (Masters in Business)
Interview with Andrew Lo (Masters in Business) Bloomberg View columnist Barry Ritholtz interviews Andrew Lo, director of the…
Missing Both the Best AND Worst Periods Improves Performance
by Adam Butler, Resolve Asset ManagementThe buy-and-hold crowd, including many mutual fund companies and a large cross-section of…
On 60/40
by David Wolf, Portfolio Co-manager, Fidelity Investments Canada Key Takeaways Inflation shocks are a risk to the success…
Market Timing with Value
by Corey Hoffstein, Newfound Research Cliff Asness, Antti Ilmanen, and Thomas Maloney of AQR are out with a…
Asset Allocation is Not for the Faint of Heart (Long Live Diversification)
by Adam Butler, Resolve Asset Management I’m starting to feel like a rancourous curmudgeon, but I am frustrated by…
Three Asset Classes to Watch in 2017
by Blaine Rollins, 361 Capital 2016 was a rather boring year for the markets. That is until the…
Market Perspective: A Perfect Mix?
by Liz Ann Sonders, Brad Sorensen, and Jeffrey Kleintop, Charles Schwab and Company, Inc. Key Points The conditions…
World’s Largest Institutional Investors Expecting More Asset Allocation Changes Over Next Two Years Than In The Past
by Fidelity Canada InstitutionalSM With More Asset Allocation Changes Expected Globally, Institutional Investors May Find Value in Examining…
True Diversification
To mark the appearance of our latest Asset Allocation Committee Quarterly Outlook, we invited Global Head of Quantitative…
Is Equal Weighting Beneficial For Asset Allocation?
by James Picerno, The Capital Spectator Equal weighting has an encouraging record as a design choice for earning…