In the world of investing, diversification is a key strategy for managing risk and optimizing returns. The 5% diversification ...

The greatest risk for pension funds is not cautiously exploring new asset classes. It is succumbing to dogmatic thinking.

Harry Markowitz, the renowned scholar who was awarded the Nobel Prize in economics for research that helped to revolutionize investing and who went on to become one of UC San Diego’s most revered ...

Financial advisors face increasing pressure to deliver differentiated results. Once misunderstood, quantitative investing is now widely accepted as a powerful tool for enhancing portfolio ...

US equity and bond markets are at risk due to high valuations, record leverage, and declining appeal of the 60/40 allocation ...

When the market turned in the wake of the global subprime mortgage crisis, margins calls were made and Basis Capital was forced to sell off in a plummeting market. The fund was unable to recover and ...

If you’ve ever stared at your investment account and thought, “Why am I not doing better?” you’re not alone. Even the most ...

What allocators don't mention, however, is the idea of inversely correlated, that is, negatively correlated products that move against the risk assets in your portfolio or against risk assets more ...

In the most recent run-up from early 2009 through the end of 2021, this passively allocated 60/40 portfolio delivered about 9 ...