Browsing Category
Asset Allocation
151 posts
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…
January 19, 2017
Market Perspective: A Perfect Mix?
by Liz Ann Sonders, Brad Sorensen, and Jeffrey Kleintop, Charles Schwab and Company, Inc. Key Points The conditions…
January 16, 2017
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…
December 1, 2016
True Diversification
To mark the appearance of our latest Asset Allocation Committee Quarterly Outlook, we invited Global Head of Quantitative…
October 13, 2016
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…
October 12, 2016
Allocation Efficiency
by Roger Nusbaum, AdvisorShares ETF Strategist Last week, Bloomberg TV had an interesting segment on increasing correlations in…
September 21, 2016
How to Identify True Diversifiers: Managing Your Future
by Clifford Stanton, 361 Capital The Oracle of Omaha once said “Diversification is protection against ignorance; it makes…
September 18, 2016
Diversify at Your Own Risk
Michael Lebowitz, CFA, Clarity Financial In “What Me Worry” we noted that the closely watched equity volatility index…
September 16, 2016
Diversified investing: Standing still is not an option
by Jeffrey L. Knight, Global Head of Investment Solutions and Co-Head of Global Asset Allocation, Columbia Threadneedle Investments…
August 23, 2016
Has Investment Diversification Alone Had its Day?
Has Investment Diversification Alone Had its Day? by Glenn Dial, Allianz Global Investors The idea that investment diversification…
August 17, 2016
Misconceptions About Diversification
Misconceptions About Diversification by Ben Carlson, A Wealth of Common Sense “Here is part of the tradeoff with…
July 28, 2016
Three Reasons Why Now is Not the Time to Retreat from Global Diversification
Three Reasons Why Now is Not the Time to Retreat from Global Diversification by Jeffrey Kleintop, Senior Vice…
July 14, 2016
US Junk Bonds Eked Out A Small Gain Last Week
US Junk Bonds Eked Out A Small Gain Last Week by James Picerno, The Capital Spectator Equity markets…
June 29, 2016
Tactical Trend-Following: Core or Alternative?
Tactical Trend-Following: Core or Alternative? by Corey Hoffstein, Newfound Research Summary Answering whether a strategy should be a…
June 13, 2016
Diversification: Full of trade-offs, just like life
Diversification: Full of trade-offs, just like life by Brian Jacobsen, CFA, CFP®, Wells Fargo Diversification is supposed to…
June 8, 2016