EP 304: What is a strategic asset allocation? Why does it matter?
Read full blog hereIn this episode, Stuart delves into the concept of strategic asset allocation and its critical importance in maximising long-term investment returns. He presents evidence demonstrating the unpredictability of short-term returns across asset classes, highlighting the need for diversification. However, Stuart argues that long-term returns are more predictable due to the principle of mean reversion.He advocates for an approach that involves actively allocating new capital towards undervalued asset classes or geographical markets, rather than blindly following a…
The skinny
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