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무대는 지금 글로벌 금융 시스템에서 도축 설정되어 2014.08.04해당카페글 미리보기
and much greater magnitude if the suggestion by the Fed becomes the reality. A helpful way to think about asset allocation in our minds is to imagine the world without the current system of fiat money and ponder what people really value...
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마크 파버는 다시 경고 벨을 울리고 2014.07.23해당카페글 미리보기
that will come in and depress prices for these services. I wouldn’t buy these stocks. Q: In terms of asset allocation, what would you recommend to individual investors? A: I would have a diversified portfolio holding roughly 25% of...
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스티브 Sjuggerud : 당신은 미국 달러가 죽기 전에 자신의 필요가 무엇 2014.07.11해당카페글 미리보기
yourself. In Jim Rickards’ book, The Death of Money, he has five recommendations. More specifically, he has an asset allocation of five different investments that have stood the test of time in previous inflations and deflations. Jim...
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본원 통화에서 모든 시간 낮은 금 가격의 상대 2014.06.25해당카페글 미리보기
sentiment is “the crisis was yesterday”, and the “Yellen Put” is considered an integral feature of asset allocation decisions in many portfolios. The longer the low interest rate environment continues, the more investors will be...
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연준 금리 불안 버릇 미국 주식에 대한 이정표의 주 2015.03.08해당카페글 미리보기
to international equities,” Anwiti Bahuguna, the senior portfolio manager of Columbia Management’s global asset allocation team, said by phone. “We’re seeing this clear policy diversion among central banks. Other countries that are...
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주식은 다시 신고 점을 경신하고 있습니다 ... 그러나 이것은 거대한 붉은 깃발이 될 수 2014.06.03해당카페글 미리보기
Reserve stimulus. “Breadth is suggesting that the market is topping,” Miller, the Boston-based head of multi-asset allocation for Baring, said in a May 28 telephone interview. “This is not a good starting point for buying equities at...
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유로 - 달러 폭동! 2015.03.14해당카페글 미리보기
We believe that portfolios need to be realigned to capture these changes. That must be done quickly. Classic asset allocation models, consisting of those old multicolored pie charts that depict distributions of worldwide investment...
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JP 모건 : 우리는 우리가 금융 버블을 피할 수 있습니다한다는 자신감을 가지고하지 않습니다 2014.05.21해당카페글 미리보기
the Fed has been comfortable keeping rates low. In a recent note, JP Morgan's Jan Loeys, the bank's head of global asset allocation, warns inflation is coming, but not in the goods and services where we may have thought. It will be in...
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Ritholtz과 많은 전문가들은 금에 착각하는 이유 12 가지 이유 2015.02.26해당카페글 미리보기
been shown in studies and academic papers by numerous academics and by Mercer Consulting, New Asset Frontiers and the asset allocation specialist, Ibbotson. This is not an attack piece on Ritholtz. As we said at the outset we share his...
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이 주식 시장이 경기 침체를 만나다 무엇을 기대합니다 2015.02.27해당카페글 미리보기
and hold strategy may not meet the return assumptions that many investors have for their portfolio. Asset allocation in general and tactical asset allocation specifically are going to be THE important determinant of portfolio return...