With inflation on the rise and the 60-40 stock and bond portfolio coming off one of its worst years ever, many investors are looking for alternatives. In our Show Us…
Tag: Asset Classes
The Importance of Asset Location
Most investors pay close attention to their asset allocation. And that makes sense since research has shown that the asset classes a portfolio is allocated to drive the majority of…
Deflate Your Inflation Fears
In an article in The Wall Street Journal, Jason Zweig writes about inflation fears and the Wall Street pundits who peddle it, and portends that you are probably better protected…
Technology: A New Asset Class
Although tech stocks were getting plenty of attention before the emergence of Covid-19, “the pandemic and associated lockdowns have changed the calculus,” according to a recent article in CFA Institute.…
The Toxic Cloud Behind the Stock Recovery
While the stock market’s recovery since March has been notable, the “combination of events in the last few months has been toxic for some of the crucial building blocks of…
The Best Performing Asset Class Could Be Your House
It may be time to revisit the idea that houses are good investments—a concept that ended with the 2008 financial crisis. This according to a recent article in The Wall…
Asset Class Defined
The preponderance of low interest rates has created an environment in which product providers offer investors new asset classes to diversify their risk, but a recent article in CFA Institute…
A “Protective” Alternative to the 60/40 Portfolio
By Justin Carbonneau (@JJCARBONNEAU) As this Forbes article points out, the 60/40 portfolio is “one of the most dominant investment approaches of our time”. This asset allocation is incredibly simple…
In Private Equity, the Past May Be a Guide to Future Results
A new study supports the notion that private equity and venture capital managers that “do well with one fund are more likely to do well with the next,” according to…
Inflation's Effects on Asset Returns
The results of a study on asset performance during periods of both low and high inflation are presented in this month’s issue of AAII Journal by Craig Israelsen Ph.D and developer of…