Asset Allocation

April 18, 2023

Digital Assets for Portfolio Allocation

Digital assets, also known as cryptocurrencies or virtual currencies, have become an increasingly popular investment option for portfolio allocation due to their potential for high returns and diversification benefits. When considering digital assets for portfolio allocation, it’s important to keep in mind that they are highly volatile and speculative in nature, and should be approached… Continue reading

Alternative Investments, Asset Allocation, Portfolio Management

Asset Allocation, cryptocurrencies, digital assets, Portfolio Management, virtual currencies

July 27, 2022

Positioning Portfolios for An Environment of High Inflation

Investors should adopt inflation protection as inflation shows few signs of moderating anytime soon and central banks are tightening monetary policy aggressively. Treasury Inflation-Protected Securities (TIPS) can help position portfolios for an environment of higher inflation and lower growth. TIPS protect against inflation in two ways. First, the principal value of TIPS is indexed to… Continue reading

Asset Allocation, Fixed Income, High Yield Bonds, Portfolio Management, Real Assets, Risk Management

Asset Allocation, Inflation, Portfolio Management

July 22, 2022

What You Need to Know About Inflation

High inflation and the consequences of attempts to curb it are a top concern for investors nowadays. By hiking rates, policymakers can eventually slow demand to subdue price pressures, even in an environment of constrained supply. However, this process takes time. Prices reflect the interaction between supply and demand: when demand outstrips supply, prices must… Continue reading

Asset Allocation, Fixed Income, Global Equity, Global Macro

Inflation

July 1, 2021

ESG Ratings and Methodology

The interest in ESG investing creates greater demand for ESG data, ratings, rankings, and methodologies (Abhayawansa & Tyagi, 2021). Different ESG ratings, rankings, and methodologies produce significantly different assessments of the ESG performance of companies (Abhayawansa & Tyagi, 2021). A lack of transparency about the data sources, weightings, and methodologies can also make it difficult… Continue reading

Asset Allocation, Portfolio Management, Risk Management, Socially Impact Investing

June 17, 2021

SRI and ESG: Ratings, Methodologies, and Performance

Socially responsible investing (SRI) is a well-worn term that grew in prominence during the 1980s and 1990s, but its roots trace back two millennia, shaped by civil-rights-era thinkers, faith-based organizations, and women (Townsend, 2020). The modern SRI process stands on three pillars: (a) values-based avoidance screens; (b) proactive sustainability-focused analytics, i.e., the environmental, social, and… Continue reading

Asset Allocation, Portfolio Management, Socially Impact Investing

ESG, factor-based models, foundations and endowments, socially responsible investing, sustainable investing

November 12, 2020

Advances in Investment Portfolio Management: November 12, 2020

Portfolio management refers to the selection of securities and their continuous shifting in the portfolio for optimizing the return and maximizing the wealth of an investor by analyzing the strengths, weaknesses, opportunities, and challenges for performing a wide range of activities related to a portfolio (Joseph & Varghese, 2017). Investing in the stock market effectively… Continue reading

Asset Allocation, Behavioral Finance, Portfolio Management, Risk Management

December 24, 2018

Market Recap Monday, December 24, 2018

On global equities Volatility in global equity markets persisted in November, fears of rising interest rates, multiple trade conflicts, the end of QE, and related uncertainty about the global economic outlook weighed on sentiment and set the market on edge. Additionally, U.S. crude ended last week down 11% at $45.59, posting the worst performance since… Continue reading

Asset Allocation, Global Macro, Hedge Funds, Market Commentary, Portfolio Management

August 14, 2016

Market Recap with Jiazi

Economic Update Growth: The 2016 forecast for global growth remains in the 2.0%-2.5% range. The U.S. is expected to experience above-trend economic growth in the 1.75%-2.25% range[1]. U.S. employment: Nonfarm payroll rose 255,000 in July 2016. Significant job gains occurred in professional and business services, healthcare, financial activities, leisure and hospitality, and government sectors. June and May… Continue reading

Asset Allocation, Global Macro, Market Commentary, Portfolio Management

July 29, 2016

Uncertainties Present Opportunities for Long-Term Investors

Macro Update On U.S. The solid employment growth continues to support consumer spending. Inflation pressures are rising. On the other hand, the weakness in commodities has led U.S. energy and mining firms to cut back investment in plant and equipment spending. On Europe. Although the Brexit has complicated the outlook on Europe, its growth is… Continue reading

Asset Allocation, Global Macro, Market Commentary, Portfolio Management

July 14, 2016

Market Weekly Recap

Economic Update Growth. Largely driven by less weakness in net exports and nonresidential fixed income, growth is expanding. Sub-trend growth and inflation are what markets will be pricing in over the next three to six months. Jobs. Total nonfarm payroll employment increased by 287,000 in June[1], after changing little in May (+11,000), massively topping analyst… Continue reading

Asset Allocation, Global Macro, Market Commentary, Portfolio Management

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