The other equity bear market performances for bonds have been much more muted.
The other equity bear market performances for bonds have been much more muted.
Not exact matches
There are a number of
other reasons why Stovall thinks that
equities still have some upside and why a
bear market — a drop of 20 % to 50 % — won't arrive anytime soon.
The
other, less discussed but potentially equally as important, is what investors should expect from bonds through the next
equity bear market.
Also, financial insiders are still reporting there is a lot of cash on the sidelines after people stopped investing in
equities and
other risky assets during the
bear market.
The liquid - alt pitch is that individuals can access the same types of investments as university endowments and
other big institutions, to diversify
equity - heavy portfolios, typically with a 10 % to 20 % allocation to liquid alts... The advantage of the [AQR Managed Futures] strategy -LSB-...] is that it is uncorrelated with
other asset classes, and «has the most consistently strong performance in
equity bear markets.»
The table below displays the amount and weight percentage of net assets for all
Bear Market Strategy Funds allocated to
other asset classes besides
equity and fixed income.
I don't recall ever reading a Bernstein recommendation for a 25 %
equity allocation
other than the table I referenced in which he recommends 30 %
equity for extremely risk - averse investors who could tolerate no more than a 10 %
bear market loss or 20 % for a 5 % loss.
Alternative investment strategies may include long / short and
market neutral strategies;
bear market strategies, tactical strategies (such as debt and / or
equity: foreign currency trading strategies, global real estate securities, commodities, and
other non-traditional investments).
The
other, less discussed but potentially equally as important, is what investors should expect from bonds through the next
equity bear market.
Many near - retirees panicked in the 2008 - 09
bear market and never got back into stocks, and
others may have stayed in the
markets but diversified their holdings in preparation for retirement, while most of the stock gains went to U.S.
equities, says Michael Goodman, president of Wealthstream Advisors Inc. in New York.