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Author: Dan Bosscher

Modern portfolio theory, a hypothesis from the 1950’s (Markowitz) has been the traditional strategy for protecting portfolios from drawdown. Investors are increasingly asking whether this is still the best way to build a resilient portfolio. The traditional view is that diversification should be enough to...

Donald Rumsfeld’s phrase has joined the group of terms synonymous with risk. When he said this in 2003 he was not talking about financial markets, however financial markets have adopted it. Today there are many known (but not widely known) risks in the derivative instruments...

Much has been said recently about the need to de-risk portfolios. From Howard Marks (Oaktree) to Ray Dalio (Bridgewater Associates), there are many who believe now is the time. There are clearly geopolitical risks aplenty. But what about asset values? Let's touch on equity market...