There is no single asset class that consistently outperforms all others year on year but over the long term (>10 years), actively managed asset classes have performed better, and all asset classes have outperformed inflation.
Tag Archives | asset classes
One of the founding fathers of blockchain technology and an expert in cryptography and distributed computing first mentioned in 1991 a blockchain that utilised digital time-stamps for ordering transactions.
At its core, successful investing is simple, but we have a knack of making it look complex. Here are five basic lessons that demonstrate key aspects of investing.
Any person responsible for constructing an investment portfolio must make decisions about asset allocation, requiring educated guesses about future returns. Are these results the Wisdom of Crowds?
How was your asset allocation last year? Take a look at every financial year since 1998 and there’s no pattern. Please complete our quick survey on the best and worst for 2017/2018.
Investors should set a preferred asset allocation based on risk tolerance, but sticking to it through tough market conditions is a challenge. Yet most of an investor’s return comes from asset class allocation.
Morningstar’s asset class gameboard for 2015 updates how each asset class has performed over the last 20 years, and shows that no single asset class consistently outperforms the others.
The best end-of-year wrap of asset class performance in 2015. Aussie equities was a loser but who were the winners, and what’s the outlook for each asset class in 2016?
A quick and simple demonstration of how diversification reduces the volatility of returns, which should be of interest to investors concerned about capital preservation nearing retirement.
Market performance and outperformance can come from many sources, but the main thing to watch for is that you’re not paying high ‘alpha’ fees simply to achieve market ‘beta’ returns.
Australians are heavily invested in residential property and the impact of a property crash is obvious for those assets. But the consequences for many other investments should be considered.
Investment conditions across all asset classes are especially challenging at the moment, with investors struggling to find attractive yields or capital appreciation while managing risk.
While diversification makes sense in theory, how did it hold up during the global financial crisis? Follow the crisis through the lens of correlations and diversification.
Elroy Dimson maintains the most comprehensive collection of global asset class data (from 1900) and is a leading authority on the history of financial markets. We find out how the numbers inform his own views on investing.
It’s a difficult task, looking for good ‘inflation plus’ exposure over a long period such as post-retirement. Research into appropriate asset classes shows low correlations make the problem hard to solve.
Cuffelinks has added a new monthly feature, the ‘Market Monitor’, a review of economic conditions in major global markets plus an estimate of long term value across a wide range of asset classes.