What do Will Danoff and Chris Rock have to do with your money decisions?
Search Results for: "benchmark"
Finding the right benchmarks in life.
A number of years ago the firm I worked for went through a lengthy review process of the compensation policies for our investment team. Management was trying to make sure our pay was aligned with industry averages but specifically, they were overhauling our bonus pool. A compensation consultant was brought in. The process took a…
Following my recent piece on the future of the hedge fund industry, a reader asked: Interest rates are too low and stock market volatility is too high so we have to hold some alternatives in our client portfolios. Our problem is how do we benchmark these funds? S&P 500? 60/40 portfolio? A hedge fund index?…
The latest SPIVA numbers are out and once again it doesn’t look too pretty in terms of active management’s ability to outperform their benchmarks: The passive management revolution, the zero-sum nature of investing, the fact that markets are so competitive these days and the high cost of active management are the prime suspects for these…
On today’s show, we are joined by Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss:
– Asset allocation decisions within multi-asset funds
– How rate changes affect portfolio yield
– Investors overallocation to cash
– Understanding convertible bonds, and much more!
Historical returns for stocks, bonds and cash from 1928-2023.
What to do if you’re sitting on cash but can’t pull the trigger to invest it.
On today’s show, we are joined by Alex Morris, Co-Founder and CIO of the US Benchmark Series to discuss:
– Making bets on duration
– Risks on the short and long end of the treasury curve
– Finding asymmetries in the fixed income market, and much more!
A short history of bond bear markets.