diversification

Unintentional

The end of asset allocation – Alternative investment ideas to salvage your portfolio

There’s nothing like a crisis to make an industry question its fundamental beliefs, and poor old Harry Markowitz has certainly been in the firing line since everybody’s asset-allocated, ‘diversified’ portfolios all crashed together in 2008/9. Does his modern portfolio theory still stack up? What role will alternative assets play in any, ahem, alternative to it? […]
Unintentional

The end of asset allocation – Alternative investment ideas to salvage your portfolio

There’s nothing like a crisis to make an industry question its fundamental beliefs, and poor old Harry Markowitz has certainly been in the firing line since everybody’s asset-allocated, ‘diversified’ portfolios all crashed together in 2008/9. Does his modern portfolio theory still stack up? What role will alternative assets play in any, ahem, alternative to it? […]
Unintentional

The end of asset allocation

Alternative investment ideas to salvage your portfolio There’s nothing like a crisis to make an industry question its fundamental beliefs, and poor old Harry Markowitz has certainly been in the firing line since everybody’s asset-allocated, ‘diversified’ portfolios all crashed together in 2008/9. Does his modern portfolio theory still stack up? What role will alternative assets […]
Unintentional

The end of asset allocation

Alternative investment ideas to salvage your portfolio There’s nothing like a crisis to make an industry question its fundamental beliefs, and poor old Harry Markowitz has certainly been in the firing line since everybody’s asset-allocated, ‘diversified’ portfolios all crashed together in 2008/9. Does his modern portfolio theory still stack up? What role will alternative assets […]
Hedge Funds

Australian 'fundamental' index introduced

Fundamental indexing has received a fillip with the launch of a FTSE index that weights 200 Australian stocks according to the Research Affiliates methodology, which ignores price to focus on ‘fundamental’ factors such as book value, revenue and cash flow.
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