You may ask, “Is it possible to create an asset allocation that has never lost money over rolling six-month periods?” Sure, just about anything is possible if we torture the data enough. Whether it is ...

Using the Future Fund as a role model for the individual ­investor is flawed, because the fund operates in a different space to most investors — even most super funds — but allowing for these ...

In my two decades in the capital markets, I have seen multiple cycles, the 2008 financial crisis, the taper tantrum of 2013, ...

The COVID-19 pandemic was a wake-up call for asset allocation as traditional allocation strategies failed to offer downside protection as markets crashed in March. As equities rebounded by April, ...

When the money is spread across various types of assets, we control our investments better and the overall risk is reduced. Ask a lay investor the steps he should take to protect against these violent ...

Now probably isn’t the time when most investors feel like plunking a lot more money into the stock market. Not with a recession looming, stock volatility spiking and other worries on the horizon. Yet ...