Posts Tagged ‘investors’
Do You Know What Your Advisor Does »
I read the following article this morning and while it supports what I have always said, Strategic Asset Allocation provides more return over the long run than Tactical Asset Allocation it dawned upon me that for many clients they probably don't even know the difference between the two. One of the things we make very clear in our business is [...]
Mixed Day »
News today that the Bank of New Zealand is hoping to raise at least $150 million from New Zealand retail and wholesale investors, for general corporate purposes. It will be interesting to see what rate they go after and how quickly they fill the offering after the success of other raisings this year. The ING Property Trust slid to an annual [...]
Why diversfiication failed »
by Deirdre Keown | Thursday, 5 March 2009 A recent study presented to the CFA Institute argues that diversification doesn't accomplish its goals, working best in up markets when investors could use a little less of it and failing to protect them in down markets when it's needed most. The study, "The Myth of Diversification" by Sebastien Page [...]
Has the global financial crisis disproved risk »
by Deirdre Keown | Wednesday, 25 February 2009 Investors' risk tolerance has been put to the acid test over the past year. A new report questions the value of risk-tolerance questionnaires - and asks just how variable is investor risk tolerance. Writing in the US-based Journal of Financial Planning, Ed McCarthy, a US-based Certified Financial [...]
