Sentences with phrase «drive asset class returns»

By incorporating the inherent impacts of different economic forces into every investment decision, this approach addresses what Modern Portfolio Theory (MPT) fails to consider: external economic forces ultimately drive asset class returns and correlations.

Not exact matches

Every year, a quantitative group within Franklin Templeton Multi-Asset Solutions reviews the data and themes driving capital markets in order to build asset return expectations for different asset classes for the next five to 10 years.

They drive the overall level of returns in markets, and drive differences in return between asset classes.

But as John Hussman said in his October 17th Weekly Market Comment, «passive returns look glorious in the rear - view mirror precisely because Fed - induced yield - seeking speculation has driven nearly every asset class to rich or obscene valuations in recent years.»

They drive the overall level of returns in markets, and drive differences in return between asset classes.

You and your family's particular tolerance of or aversion to investment risk drives your long - term asset allocation strategy and your exposure to asset classes with different expected risk and return characteristics.

Our conversation took us through the different types of factors: macro factors that drive the level of returns for asset classes, and style factors that drive the differences in return among individual securities within an asset class.

This paper asks some critical questions of the concept of commodities as an asset class, noting that, historically, futures contracts have been an inconsistent hedge against inflation, and the historically high average returns of commodity futures portfolios were driven largely by choice of weighting schemes.

High - yield bonds are an equity - like asset class, whose returns are overwhelmingly driven by credit spreads and credit losses, not rates and duration.

Stability, Yield Drive Healthcare Real Estate Investment Activity, Say InterFace Panelists Investor demand for healthcare properties throughout the country is soaring, driven by the recession - resistant nature of the asset class and its ability to consistently generate strong returns... REBUSINESS