bullish

Model Portfolios 60:40

236 Views22 Sep 2022 03:56
Syndicated
SUMMARY
  • In the last three posts on Model Portfolios, we have looked at Global Bonds, Global Equity Factors and Global Equity Themes.
  • In each case we have made the case for applying the principles of Market Thinking in terms of our Confidence Scores combined with disciplined and dynamic allocation (between bonds, Factors and Themes respectively) to achieve a better risk return profile than the benchmark indices.
  • In particular the ability to allocate higher amounts to cash (in reality ultra short dated bonds) has enabled us to manage the downside risk and considerably reduce volatility.
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
  • Unlock all research summaries
  • Follow top, independent analysts
  • Receive personalised alerts and emails
  • Access Briefings, Analytics, and Events

Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.

Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.

or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
Logo
Mark Tinker
Founder
Market Thinker
Multi-AssetCross Asset Strategy
x