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Day 8 –Why Financial Professionals and their Clients Need to Get Comfortable with Being Uncomfortable in the Coming Decade

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Manage episode 233871466 series 2508179
Innhold levert av ReSolve Asset Management. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av ReSolve Asset Management eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Some of the ideas discussed in the last few episodes may raise a few eye-brows, as they force advisors and investors to venture outside of their comfort zones. But consider the alternative. At current valuation levels, US equities and bonds are unlikely to deliver meaningful (or even positive) returns in the coming years. What do we propose? Go global and let go of home-country bias. Diversify across asset-classes, factors and strategies. Embrace tracking-error. The key message on this 8th day is: get comfortable with being uncomfortable.

Reference: https://investresolve.com/blog/get-comfortable-with-being-uncomfortable-part-1-valuations/

https://investresolve.com/blog/get-comfortable-uncomfortable-part-2-maximum-diversification/

https://investresolve.com/blog/get-comfortable-with-being-uncomfortable-factor-investing/

  continue reading

22 episoder

Artwork
iconDel
 
Manage episode 233871466 series 2508179
Innhold levert av ReSolve Asset Management. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av ReSolve Asset Management eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Some of the ideas discussed in the last few episodes may raise a few eye-brows, as they force advisors and investors to venture outside of their comfort zones. But consider the alternative. At current valuation levels, US equities and bonds are unlikely to deliver meaningful (or even positive) returns in the coming years. What do we propose? Go global and let go of home-country bias. Diversify across asset-classes, factors and strategies. Embrace tracking-error. The key message on this 8th day is: get comfortable with being uncomfortable.

Reference: https://investresolve.com/blog/get-comfortable-with-being-uncomfortable-part-1-valuations/

https://investresolve.com/blog/get-comfortable-uncomfortable-part-2-maximum-diversification/

https://investresolve.com/blog/get-comfortable-with-being-uncomfortable-factor-investing/

  continue reading

22 episoder

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