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큰 돈은 당신도한다 현금으로 이동하고 2015.03.04해당카페글 미리보기
aren't close to retirement, there is a huge opportunity for you. You might be able to make a couple of major asset-allocation decisions in the next few years that could profoundly impact your long-term wealth. I have written a report...
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'길 아래에 고통 스러웠 정말로 작동'이 시장은 심리와 모멘텀에 의해 구동된다 ' 2014.10.17해당카페글 미리보기
need. But here is what happened the last two times QE ended, as Bob Janjuah, Nomura’s global head of tactical asset allocation, pointed out: I want to remind readers of a message that may be buried in the past: When QE1 ended, the S&P...
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투자자들은 새로운 문제에 대해 걱정할 필요가 있습니까? 2014.12.14해당카페글 미리보기
companies from March 2000 to October 2002. During this time, only managers who offered a long/short and dynamic asset allocation strategy produced positive returns. Another feature of the passive investment approach argues that you...
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ETF 투자 : 2015 년에 투자 할 경우에보기 2014.12.26해당카페글 미리보기
said, 60/40 investors were simply lucky that Bonds happened to make up one of their two assets. The benefits of asset allocation and adding uncorrelated assets to a portfolio are well documented and beyond the scope of this post. For now...
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중국의 금 시장의 개발 및 영업 2014.10.18해당카페글 미리보기
is in a very healthy state. The other one would be gold bullion, as residents are now allocating gold to their asset allocation, and this volume is currently also high. Next is imports. Data on China’s gold imports has not previously...
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큰 은행 : 고객이 믿고 치라하면 어떻게됩니까? 2014.11.28해당카페글 미리보기
Such an evolution might lead to "interesting times" indeed and constitute yet another reason for deliberate asset allocation. Two mutually opposed forces are at work in the banking industry. On the one hand, it continues to consolidate...
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주식 시장 전망 2014.10.04해당카페글 미리보기
hedge some equity exposure with the Russell 2000 and initiate a short position in the high yield market. Our asset allocation is defensive and focused on capital preservation: Market Commentary: While the stock market's strength and lack...
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달러는 모든 행성 주위 대학살을 입힐에 관한 것입니다 2014.10.06해당카페글 미리보기
weakest level since August 2008 last month, while a gauge tracking developing-nation currencies retreated 3.8%. “Asset allocation away from emerging markets was in part because Japan was back and that yen weakness is a positive catalyst...
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달러와 공평 충돌 할 준비가되어? 2014.10.04해당카페글 미리보기
in stocks and only 20% in Treasurys . . . The only lifeline left is pushing pension funds out of their existing asset allocation sweet spot and forcing them to buy stocks. Whether this gambit will work is unknown." Will the Fed be able...
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공평에 대한 평균 수 페어링 패리티 - 어떤 위험 2014.10.10해당카페글 미리보기
longer the volatility continues like we have seen it for the last week or two, the bigger the chances that the asset-allocation boxes start to make important shifts (and the quant hedge fund boxes will probably move a bit before those...