The Hundred Year Portfolio? –

portfolio market asset rather part
Middle East

The Hundred Year Portfolio? –

Artemis Dragon Portfolio

In part one of our analysis of Chris Cole’s appearance on the Odd Lots podcast we took a look at the danger of the recency bias and the over reliance of investors on the 60/40 portfolio which has performed tremendously for more than a generation, but may now move into a massive multi-year path of underperformance due to a variety of factors including demographics, interest rates and de-globalization.

Diversifying by market regime rather than asset class

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World’s clean energy transition ‘too slow’ — IEA

‘Profound experience’: Star Trek’s Shatner becomes world’s oldest space traveler