Bin the crystal ball - focus on value, trend & diversification

Michael Blayney | Pendal Group | 23 August 2018 | 0.50 CE

You don’t have to forecast the future to future proof a portfolio. While market strategists have been shown to do no better than a coin toss, a robust approach to asset allocation focusing on factors that do have predictive power – valuations and trend – can create a portfolio that is robust to changing markets. In addition, diversification is the only free lunch in investing, which has fuelled grea...