We live in an age of disruption, in which business models, industries and even our daily lives are being transformed. As the pace of disruption accelerates, we look at game-changing shifts that are redefining ideas around investment performance and value and how investors can navigate this new landscape.
news and blogs
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small talk
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.
