Best Blogs of the Week #264
on Mar 20, 2017
Well two days into the tournament and my high active share bracket is busted (I took the orthogonal to market strategy of going with Seton Hall through two rounds.). Anyhow, two posts this week.
Russell – Multi-asset investing: the importance of seeking to manage the downside – … if a client’s portfolio suffers a -30% drop in value, a 43% rise will be needed to get the portfolio back to its starting point. That’s where a multi-asset approach that also emphasizes managing downside risk is so valuable, even if they don’t protect against all losses or guarantee a profit.
WisdomTree – Reflections on the Global Macro Environment – … thinks the Fed is way behind the curve in hiking interest rates and is likely to do three to four hikes in 2017.