What does a portfolio look like when someone with access to almost every asset class and manager in Australia takes a genuinely long-term view, building the portfolio from the ground up?
Tag Archives | tactical asset allocation
Smart beta strategies are now common but they were a quirky idea when Rob Arnott set up his first fund. This veteran of US investing talks about asset allocation, demographics and the state of the asset management industry.
Following from the article “Our industry has a problem”, Cuffelinks interviewed Tim Hodgson, the author of the study into investment industry intermediaries. He doesn’t like much of what he sees.
A combination of confidence in one’s own ability to read the market and the excellent rewards for correct predictions encourages many investors to employ tactical asset allocation strategies. Is it worth doing?