- Multi-Asset
Fantastic Beta and Where to Find Them
29 Mar 2021 |
By Jesse Imer
READ TIME 4 mins
READ MORE
Multi-Asset
Back to all insights
Diversification is an investment process that seeks to lower portfolio risk in order to achieve a lower variability in returns. The importance of diversification only started to be a mainstream economics concept in the 1950s, when Harry Markowitz wrote his...
READ MORE
Today’s daily missive marks our second last publication for the year and the last of our 2021 outlooks, finishing with our multi-asset view. While it’s useful to derive and forecast performance objectives for specific asset classes, it’s increasingly important to...
READ MORE
- Multi-Asset
Re-thinking Portfolio Composition (Part 2)
30 Nov 2020 |
By Jesse Imer
READ TIME 4 mins
READ MORE
If you missed last week’s missive, I’d encourage you to take a look, as today I continue from where we left off last week. The original topic was to deconstruct modern portfolio theory, in order to build portfolios that meet...
READ MORE
- Multi-Asset
Re-thinking Portfolio Composition (Part 1)
23 Nov 2020 |
By Jesse Imer
READ TIME 5 mins
READ MORE
Mark Twain once observed: “History does not repeat, but it rhymes.” We are seeing parallels between current markets and 1999, the start of a ten-year period where US equities indices returned negatively. There have been 6 different “Lost Decade” periods...
READ MORE
- Multi-Asset
Gold, Real Interest Rates and the USD
17 Nov 2020 |
By Jesse Imer
READ TIME 4 mins
READ MORE
The world changed last week, and not just because of the US election. Pfizer announced a COVID-19 vaccine that is looking to be over 90% effective in stage 3 clinical trials. The market also knows that many other COVID-19 vaccines...
READ MORE
For investors, risk and return go hand in hand where for a potentially higher return on capital, there is a corresponding increase in risk. This is known as the risk-return trade-off. It is important to be aware that investing is...
READ MORE
- Multi-Asset
US election implications for financial markets
05 Oct 2020 |
By Jesse Imer
READ TIME 8 mins
READ MORE
I’ve wrote the majority of this note on 2-October and since original time of writing, it has been reported that US President Trump and his wife have tested positive for COVID-19 and have begun their 14-day quarantine period. It would...
READ MORE
LOAD MORE