In this portfolio insights article, Dan Miles discusses the importance of active allocation as we continue to navigate volatile investment markets. Equity-Bond correlations are breaking down and will likely continue to be positively correlated into the future. This means investors can no longer rely on a traditional 60/40 portfolio (equities & bonds) to provide adequate portfolio diversification. Our recent outperformance has been driven by our asset allocation decision making which focuses on valuation using a systematic and repeatable process, including our bias toward value equities over growth and our exposure to diversified floating rate credit.
October 22 – Why active asset allocation is crucial in volatile markets
Recent Comments