Simple is not so sweet in the current environment. In a world of global uncertainty, investors should place a premium on diversification. The siren song of the simple portfolio may be difficult to resist, but its appeal is based on recent performance that is unlikely to be repeated over the next decade. Prospective long-term returns […]
January 2017
Late-stage investing is challenging. As central banks around the globe have generally been in easing mode, valuations for bonds and risk assets have appreciated, leaving very little value and some pockets of froth. Ultra-low yields have pushed investors into increasingly risky assets—from high yield bonds to venture capital—in search of attractive returns. In this webinar, […]
July 2015
While simple 100% U.S. equity and stock/bond portfolios have outperformed recently, highly diversified portfolios have superior returns over decades.
August 2013