Sentences with phrase «asset class performance»

Because future asset class performance is unpredictable, it makes sense to invest in all of them that have favorable characteristics over the very long term.

Individual asset class performance was mixed during both the second quarter and the last 12 months, according to the report.

He distinguishes inflation hedging (measured by correlation of returns and inflation) from long - run asset class performance.

Global asset class performance has been increasingly narrowing as the year has progressed.

If the returns for frequently and seldom traded art differ, there would be a disconnect between measured returns and overall asset class performance.

But don't be surprised if asset class performance reverses one year out from now.

An asset allocation strategy that stresses the importance of owning both positively and negatively correlated assets may help provide a defense against cyclical downturns in asset class performance.

For example, someone withdrawing 5 % annually from their retirement savings account over five years would need a cumulative gain of 82 % before their savings recovered their value after a 20 % decline.4 Because of the risk of steep downturns, a retirement portfolio should be diversified to reduce the impact of a single asset class performance.

Nor is this pattern limited to asset class performance.

Of the three factors that make up your return (asset class performance, fees, taxes), you control two of them — fees and taxes.

Built custom model comparing asset class performance and forecast of future asset class performance for Portfolio Managers