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Posts From Wellington

Fear of rebalancing? Put a disciplined policy in place

Fear of rebalancing? Put a disciplined policy in place

🕔11:53, 22.May 2020

The primary goal of rebalancing is to minimize risk relative to strategic asset allocation targets, which are deliberately set to match an organization’s return, risk, and liability or spending profile. In short, rebalancing avoids overexposure to outperforming asset classes and

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A game plan for the volatility

A game plan for the volatility

🕔14:52, 15.May 2020

Multi-Asset Outlook It’s been a humbling quarter. We thought 2020 would be a pretty good year in financial markets considering solid leading economic indicators and lower tail risks from the US-China trade war and Brexit. Then came COVID-19, followed by

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Meditations in an emergency

Meditations in an emergency

🕔12:47, 21.Apr 2020

Top of mind In the current environment, what’s “top of mind” seems to be changing week to week, if not day to day. My goal in this note (with a title borrowed from a Frank O’Hara poem) is to attempt

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Thematic investing: Seeking independent sources of excess growth

Thematic investing: Seeking independent sources of excess growth

🕔16:00, 27.Mar 2020

Key points We believe: Thematic opportunities tend to transcend typical market boundaries and categorizations. They often have multiyear return profiles not fully explained by traditional country, industry, or style factors. Technological innovation and disruption, demographic shifts, and sustainability are mega

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Insurance roadmap 2020: Three keys to success

Insurance roadmap 2020: Three keys to success

🕔09:04, 7.Feb 2020

Over the past year, I had the privilege of meeting with more than 100 global insurance companies, with total assets of around US$12 trillion on their balance sheets. While each insurer has its own particular risk tolerance, distribution strategy, regulatory

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The reemergence of global macro strategies in an unsettled world

The reemergence of global macro strategies in an unsettled world

🕔10:49, 27.Jan 2020

The reemergence of global macro strategies in an unsettled world The great recession is a distant memory. The world’s major economies have long since rebounded, companies have flourished amid a supportive policy backdrop, and asset prices have more than recovered.

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Top of Mind: Volatility’s return, fixed income’s future, and other investment head-scratchers

Top of Mind: Volatility’s return, fixed income’s future, and other investment head-scratchers

🕔18:19, 16.Dec 2019

This quarter, I start with four key topics on clients’ minds: rising market volatility, uncertainty about fixed income’s defensive role, the risk of a US recession, and the search for attractive asset classes. Then I wrap up with a “lightning

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Will consumers catch the global economy’s cold?

Will consumers catch the global economy’s cold?

🕔12:00, 8.Oct 2019

While the trade war has been dominating markets recently, we have little edge in predicting its near-term path and prefer to invest based on our view of the global economy, monetary policy, and valuations. We continue to incorporate trade-war uncertainty

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Check out our events calendar, with a lot of interesting #webinars! https://opiniopro.com/events/ #research #HomeOffice

The #coronavirus crisis has highlighted the market’s belief in the long-term potential of listed market champions of sustainability. Our expert #Rupert_Welchman says more in The Good Investment Review by @goodmoneygirl.

Billions, Trillions, or Quadrillions?

All of the World’s Money and Markets...

Top the list?

#Derivatives!! ( estimated at $1 quadrillion)
-> https://www.visualcapitalist.com/all-of-the-worlds-money-and-markets-in-one-visualization-2020/

via @VisualCap

Diversificatie loont! Maar zoals @arjenlubach zich zo mooi kan afvragen: #hoedan?

De #GlobalMarketPortfolio is een mooi startpunt!

Zie verschil tussen @DNB_NL data van #pensioenfondsen en Global Market Portfolio #assetallocation -> https://www.alpharesearch.nl/2020/global-market-portfolio-is-iedereen-de-baas/ via @AlphaResearchNL

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