Asset Allocation, Timing & Selection

This post is to be read in conjunction with General Advice Warning detailed at the end of this post. Introduction: What drives returns? What are the ‘levers’ we might look to pull in order to try and generate a return for our portfolio? Researchers Xiong,...

Active vs. Passive

This post is to be read in conjunction with General Advice Warning detailed at the end of this post. Introduction: For decades the asset management industry has built itself on the reputation and central tenant that in order to achieve superior long-term returns an...