Tag Archives: Asset allocation

Lessons learnt since 1987

The first is that this job is hard. While it’s easy to look back and identify what you should have done, it’s much harder to make decisions in real time, looking forward into a future that is in large part unknowable. While technology means we can now process more data better and faster (and as a result have better back tests) it doesn’t change the fact that the future is inherently difficult to predict. Being wise in hindsight is popular but unhelpful.
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Now open: Stockbroker asset allocation Survey

Results from the inaugural stockbroker asset allocation survey were published in April this year. It’s the only information available on how this important part of the market is implementing portfolios. We’re inviting brokers, wealth managers and independent financial advisers to participate in the latest asset allocation survey. The anonymous survey takes just a few minutes to complete and participants can opt-in to gain early access to the survey insights report. 2 minute Broker Survey

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