Expanding the Opportunity Set Download PDF A Unique Strategy to Invest Across
Multiple Asset Classes When people discuss «the market», what exactly are they referring to?
Not exact matches
When you have
multiple assets each with their own loan, the interest rates you're paying will vary based on the
asset class.
'» There will, of course, be years
when some major losers will be mixed in as well but that's just the nature of investing in
multiple asset classes.
Likewise,
when a client's diversified portfolio «underperforms» in a direct comparison against the S&P 500 — it is not evidence of our «lack of skill», but is instead a result of us spreading out risk into
multiple asset classes.
This piece looks at the historical returns of
multiple asset classes and identifies previous times
when commodities rebounded from low points and turned sharply upward.