Section
Asset Allocation
188 posts
Can We Improve Sector Rotation?
Can We Improve Sector Rotation? by Corey Hoffstein, Newfound Research Momentum-based sector rotation is a popular investment strategy.…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
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…
Allocation Efficiency
by Roger Nusbaum, AdvisorShares ETF Strategist Last week, Bloomberg TV had an interesting segment on increasing correlations in…
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…
Diversify at Your Own Risk
Michael Lebowitz, CFA, Clarity Financial In “What Me Worry” we noted that the closely watched equity volatility index…
