Tag "asset allocation"
Underweight: Our take on Japan | David Ragan | EP09
David Ragan, portfolio manager of Mawer’s international equity strategies, reveals why the portfolio is—and has always been—underweight in Japan.
(Not) boring finds for 2017
Below are some of our favourite links from the year—from the inescapability of bias, to cracking cryptocurrencies, pondering the man vs. machine debate, and learning the art of asset allocation—we think it's a good gamut to send off 2017.
(Not) boring finds for August 2017
This month we are inspired by Da Vinci on how to think creatively; a bit stunned by familiar objects that may go the way of the dodo; pondering about the potential of big data; appreciative of thoughtful investing podcasts; and...
Don’t fix a ship in a hurricane
A wave of investor concern moved through global asset markets this week. Stock indices around the world retreated anywhere from 1 to 6% on Monday, while so-called “safe haven” assets rallied.
Millennials: Stop making this investing mistake
At a recent CFA conference, Patrick O'Shaughnessy, a portfolio manager at O’Shaughnessy Asset Management, spoke about the investing behaviour of Millennials (those born between the early 1980s and early 2000s).
Escalated danger rating
Financial markets function relatively well most of the time; it is only on occasion that markets break, the system goes awry and crises ensue. Recently, we have noticed many signals that leave us concerned that we could be headed towards...
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