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Asset Management

On Portfolio Returns, Asset Allocation, Benchmarks, Asset Class Returns, Sectors, Countries, Style, Diversification, Indices and more…

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The Dividend Divide

There is a significant gap between dividends’ reality and how many investors envision them.

Fisher Investments Editorial Staff
Fisher Investments, 09 September 2021
Pension Funds  Asset Allocation 2020

Pension Funds Asset Allocation 2020

Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2021
Aggregate P7 asset allocation from 2000 to 2020

Aggregate P7 asset allocation from 2000 to 2020

Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2021
Domestic equity over total equity exposure

Domestic equity over total equity exposure

Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2021
Domestic bonds over total bond exposure

Domestic bonds over total bond exposure

Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2021

Deep evidence that factor investing works well in bond markets

More than two centuries of data confirms that value, momentum and low risk offer attractive premiums. These are consistent across various market and macroeconomic scenarios.

Guido Baltussen, Lead Portfolio Manager
Robeco, Insights, 12 July 2021

Vanguard Balanced Index Fund Admiral Shares

Balanced Composite Index, 2021 (30.06) YTD Returns

Vanguard, July 2021

Has the value ship sailed?

Value’s recent strong performance has led many investors to question whether they’ve missed the boat. Here’s why we think they haven’t.

Liam Nunn , Fund Manager; Simon Adler, Fund Manager
Schroders, 11/05/2021

The Epidemiology of Inflation

The great Milton Friedman famnously referred to inflation as a disease.

Adrian Owens, Investment DIrector; Rahul Mathur, Investment Manager
GAM Investments, 09 March 2021

Waiting for the Last Dance

The Hazards of Asset Allocation in a Late-Stage Major Bubble

Jeremy Grantham
GMO, Viewpoints, 05 January 2021
Pictet LPP 2000 Swiss Pension Fund Indices

Pictet LPP 2000 Swiss Pension Fund Indices

2020 YTD Returns (31.12.2020)

Pictet Asset Management SA, January 2021

Trends investing: finding the winners among skewed equity returns

A tiny proportion of stocks account for most of the market’s returns. This makes it vital to embrace trends when investing, say portfolio manager Steef Bergakker and trends analyst Sam Brasser.

Steef Bergakker, Senior Portfolio Manager
Robeco, Insights, 5-Year Outlook, 19.10.2020
Performance of a 60:40 Portfolio in the UK in the 1970s

Performance of a 60:40 Portfolio in the UK in the 1970s

Chart Excerpt

Henry Maxey, Chief Investment Officer
Ruffer, Dismantling the deflation machine, The Ruffer Review 2020
Catching Value’s Next Wave

Catching Value’s Next Wave

Value stocks have lagged growth stocks for some time, but the disparity has become particularly acute this year.

Michael J. Fleisher, Portfolio Manager
Brandywine Global, Around the Curve, 14 September 2020

What about that “other” big trend: active & passive?

Excerpt

When the Market Moves the Market, Drawdown Edition
Jefferies, Jefferies Equities White Paper, 2020

Buy and hold

Is it really that simple?

Duncan Macinness, Investment Director
Ruffer, The Ruffer Review, 1 September 2020
Has the Tech Bubble Burst or Just Been Mildly Deflated?

Has the Tech Bubble Burst or Just Been Mildly Deflated?

"...their share prices could still go nowhere over many years."

Alan Miller, Chief Investment Officer
SCM Direct, 08 September 2020
Stocks and the Matthew effect

Stocks and the Matthew effect

“The rich get richer and the poor get poorer.” This famous adage has its roots in a biblical verse in the Gospel according to Matthew 25:29: “For to everyone who has will more be given, and he will have abundance; but from him who has not, even what he has will be taken away .”

Steef Bergakker, Senior Portfolio Manager
Robeco, Insights, Graph of the Week, 03 July 2020

Memo to the (Virtual) Investment Committee II: Fear and the Psychology of Bear Markets

While it is, of course, a cliché to say that markets are driven by fear and greed, like many clichés this one contains a strong element of truth. The bad news for us humans is that within our brains, emotion appears to have primacy over cognitive function.

James Montier
GMO White Paper, March 25, 2020
Asset Allocation after the pandemic

Asset Allocation after the pandemic

"For much of the post-2008 period, the investment industry has been obsessed with managing volatility and avoiding drawdown"

Dave Fishwick
M&G Investments, Episode, 26 May 2020
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