Tag Archives | asset classes

asset classes

Financial assets performance over time

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.

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Blockchain founder on this new asset class

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.

successful investing

Five fundamental investing lessons

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.

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Clear winner and loser in 2017/2018 survey

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?

balancing

Investing is a balancing act

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.

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Asset class gameboard 1996-2015

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.

alpha beta

The biggest rort of all

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.

Where to put your money these days

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.

Diversification lessons from the GFC

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.

Introduction to the Market Monitor

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.

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