While fixed income and dividend-paying equities might be the first investments that come to mind when thinking about how to generate income in your portfolio, real assets are another asset class that shouldn’t be overlooked.
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Our latest blog on calculating expected returns https://www.savvyinvestor.net/blog/How-to-calculate-expected-returns-on-major-asset-classes
McKinsey - has profit share peaked? Is profitability as a share of global GDP now set to fall? https://www.savvyinvestor.net/node/776108
An excellent paper looking at how changing demographics could impact L/T asset prices https://www.savvyinvestor.net/node/722802
Here's a helpful framework from Mercer for tackling climate change portfolio risk https://www.savvyinvestor.net/node/728040
Welcome to "Asset Allocation and TAA". Please use this small talk section for brief (140 character) comments relating to asset allocation.
